Position in MO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$243,119
+$20,205 QoQ
Shares Held
3,379
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,038
of 2,535 holders
Holding Since
Mar 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026AdviceOne Advisory Services, LLC holds $243,119 across 1 Tobacco name. MO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
3,379 | $243,119 |
All Filings in MO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243,119 | 3,379 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $222,914 | 3,378 | Shares | Sole | 2026-04-13 | |
| 2025-09-30 | $221,168 | 3,348 | Shares | Sole | 2025-11-19 | |
| 2025-03-31 | $200,106 | 3,334 | Shares | Sole | 2025-06-27 | |
| No filing history on record for this holder in this stock. | ||||||