Position in MO
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$183,122
+$23,116 QoQ
Shares Held
2,775
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
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, 2026Clayton Financial Group LLC holds $224,871 across 1 Tobacco name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
1,243 | $224,871 |
All Filings in MO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $183,122 | 2,775 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $160,006 | 2,775 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $157,222 | 2,380 | Shares | Sole | 2025-10-15 | |
| 2025-03-31 | $230,836 | 3,846 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $219,408 | 4,196 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $205,997 | 4,036 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||