Position in MO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,509,386
+$62,181 QoQ
Shares Held
22,873
-8.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 7.235288974381393.ToString("F0")%
Shared 0.ToString("F0")%
None 92.76471102561861.ToString("F0")%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Mar 31, 2026Modern Wealth Management, LLC holds $22,267,399 across 3 Tobacco names. MO ranks #3 (6.8% of the industry book) .
All Filings in MO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,509,386 | 22,873 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,447,205 | 25,099 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,534,239 | 23,225 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $1,248,815 | 21,300 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $1,048,007 | 17,461 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $769,499 | 14,716 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $800,103 | 15,676 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $501,733 | 11,015 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $411,467 | 9,433 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $287,825 | 7,135 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||