Position in MO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$316,004
+$55,080 QoQ
Shares Held
4,392
+11.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#1,832
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, 2026Optivise Advisory Services LLC holds $892,383 across 2 Tobacco names. MO ranks #2 (35.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
3,186 | $576,379 | |
| 2 | MO |
Altria Group, Inc.
This page
|
4,392 | $316,004 |
All Filings in MO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $316,004 | 4,392 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $260,924 | 3,954 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $258,143 | 4,477 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $237,617 | 3,597 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||