Position in MO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$448,392
+$33,975 QoQ
Shares Held
6,232
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,571
of 2,535 holders
Holding Since
Mar 2025
6 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, 2026CONSCIOUS WEALTH INVESTMENTS, LLC holds $448,392 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
|
6,232 | $448,392 |
All Filings in MO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $448,392 | 6,232 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $414,417 | 6,280 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $238,770 | 4,141 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $267,014 | 4,042 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $236,982 | 4,042 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $242,600 | 4,042 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||