Position in MO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$6,646,453
+$5,652,248 QoQ
Shares Held
92,376
+513.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#399
of 2,535 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Diversify Advisory Services, LLC holds $23,031,222 across 3 Tobacco names. MO ranks #2 (28.9% of the industry book) .
All Filings in MO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,646,453 | 92,376 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $994,205 | 15,066 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $4,573,014 | 79,310 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $5,257,649 | 79,589 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,565,987 | 77,878 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,058,912 | 67,626 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,348,860 | 64,044 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $3,330,308 | 65,249 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,725,484 | 59,835 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,656,894 | 60,910 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||