Position in MO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$612,654
+$52,531 QoQ
Shares Held
8,515
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,373
of 2,535 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Southland Equity Partners LLC holds $2,154,911 across 2 Tobacco names. MO ranks #2 (28.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
8,525 | $1,542,257 | |
| 2 | MO |
Altria Group, Inc.
This page
|
8,515 | $612,654 |
All Filings in MO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $612,654 | 8,515 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $560,123 | 8,488 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $487,572 | 8,456 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $594,540 | 9,000 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $526,028 | 8,972 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $535,558 | 8,923 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $462,086 | 8,837 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $301,136 | 5,900 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||