Position in MO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$445,226
+$36,880 QoQ
Shares Held
6,188
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#1,579
of 2,535 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Tandem Financial, LLC holds $3,021,022 across 2 Tobacco names. MO ranks #2 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
14,238 | $2,575,796 | |
| 2 | MO |
Altria Group, Inc.
This page
|
6,188 | $445,226 |
All Filings in MO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $445,226 | 6,188 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $408,346 | 6,188 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $742,891 | 12,884 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $377,136 | 5,709 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $340,581 | 5,809 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $743,287 | 12,384 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $673,704 | 12,884 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||