Position in MO
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$5,529,213
+$885,035 QoQ
Shares Held
76,848
+9.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
2.56%
of 13F equity value
Holder Rank
#453
of 2,535 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Prosperitas Financial LLC holds $11,091,290 across 2 Tobacco names. MO ranks #2 (49.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
30,745 | $5,562,077 | |
| 2 | MO |
Altria Group, Inc.
This page
|
76,848 | $5,529,213 |
All Filings in MO
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,529,213 | 76,848 | Shares | Defined | 2026-08-19 | |
| 2026-03-31 | $4,644,178 | 70,377 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,847,305 | 66,724 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,211,258 | 63,749 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $3,613,132 | 61,626 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,484,641 | 58,058 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,977,288 | 56,938 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,655,202 | 52,022 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,170,776 | 47,657 | Shares | Sole | 2024-10-29 | |
| 2024-03-31 | $1,911,995 | 43,833 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,430,779 | 35,468 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,343,665 | 31,954 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||