Position in MO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$455,803
+$37,757 QoQ
Shares Held
6,335
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#1,559
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, 2026BRIGHT FINANCIAL ADVISORS, INC. holds $974,833 across 2 Tobacco names. MO ranks #2 (46.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
2,869 | $519,030 | |
| 2 | MO |
Altria Group, Inc.
This page
|
6,335 | $455,803 |
All Filings in MO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $455,803 | 6,335 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $418,046 | 6,335 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $347,978 | 6,035 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $398,672 | 6,035 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||