Position in MO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,362,013
+$485,072 QoQ
Shares Held
18,930
+42.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#911
of 2,535 holders
Holding Since
Jun 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, 2026Triad Wealth Partners, LLC holds $2,904,632 across 2 Tobacco names. MO ranks #2 (46.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
8,527 | $1,542,619 | |
| 2 | MO |
Altria Group, Inc.
This page
|
18,930 | $1,362,013 |
All Filings in MO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,362,013 | 18,930 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $876,941 | 13,289 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $757,479 | 13,137 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $713,051 | 10,794 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $576,215 | 9,828 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $571,450 | 9,521 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $300,301 | 5,743 | Shares | Sole | 2025-02-06 | |
| 2024-06-30 | $202,014 | 4,435 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||