Position in MO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$229,520
+$22,510 QoQ
Shares Held
3,190
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#2,093
of 2,535 holders
Holding Since
Dec 2025
3 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, 2026Safe Harbor Fiduciary, LLC holds $229,520 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
|
3,190 | $229,520 |
All Filings in MO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,520 | 3,190 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $207,010 | 3,137 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $188,259 | 3,265 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||