Position in MO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,105,367
+$91,563 QoQ
Shares Held
15,363
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#998
of 2,535 holders
Holding Since
Sep 2024
8 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, 2026Evernest Financial Advisors, LLC holds $1,105,367 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
|
15,363 | $1,105,367 |
All Filings in MO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,105,367 | 15,363 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,013,804 | 15,363 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $871,415 | 15,113 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $998,298 | 15,112 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $886,075 | 15,113 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $907,082 | 15,113 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $790,258 | 15,113 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $260,814 | 5,110 | Shares | Sole | 2024-10-21 | |
| No filing history on record for this holder in this stock. | ||||||