Position in MO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$506,456
+$113,420 QoQ
Shares Held
7,039
+18.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,495
of 2,535 holders
Holding Since
Sep 2025
4 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, 2026ROI Financial Advisors, LLC holds $506,456 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
|
7,039 | $506,456 |
All Filings in MO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $506,456 | 7,039 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $393,036 | 5,956 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $296,199 | 5,137 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $294,759 | 4,462 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||