Position in MO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$456,954
-$733,373 QoQ
Shares Held
6,351
-64.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,557
of 2,535 holders
Holding Since
Dec 2024
7 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, 2026Cascade Financial Partners, LLC holds $695,393 across 2 Tobacco names. MO ranks #1 (65.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
6,351 | $456,954 | |
| 2 | PM |
Philip Morris International Inc.
|
1,318 | $238,439 |
All Filings in MO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $456,954 | 6,351 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,190,327 | 18,038 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,067,286 | 18,510 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $761,407 | 11,526 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $675,652 | 11,524 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $493,484 | 8,222 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $376,801 | 7,206 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||