Position in MO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$359,750
+$29,800 QoQ
Shares Held
5,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.56%
of 13F equity value
Holder Rank
#1,726
of 2,535 holders
Holding Since
Dec 2023
11 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, 2026Forthright Family Wealth Advisory LLC holds $2,187,302 across 2 Tobacco names. MO ranks #2 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
10,102 | $1,827,552 | |
| 2 | MO |
Altria Group, Inc.
This page
|
5,000 | $359,750 |
All Filings in MO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $359,750 | 5,000 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $329,950 | 5,000 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $288,300 | 5,000 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $330,300 | 5,000 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $293,150 | 5,000 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $300,100 | 5,000 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $261,450 | 5,000 | Shares | Sole | 2025-03-03 | |
| 2024-09-30 | $255,200 | 5,000 | Shares | Sole | 2024-12-09 | |
| 2024-06-30 | $227,750 | 5,000 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $218,100 | 5,000 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $201,700 | 5,000 | Shares | Sole | 2024-02-28 | |
| No filing history on record for this holder in this stock. | ||||||