Position in MO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$5,737,508
+$686,106 QoQ
Shares Held
79,743
+4.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#442
of 2,535 holders
Holding Since
Dec 2024
7 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, 2026SAGESPRING WEALTH PARTNERS, LLC holds $16,916,402 across 3 Tobacco names. MO ranks #2 (33.9% of the industry book) .
All Filings in MO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,737,508 | 79,743 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $5,051,402 | 76,548 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,214,773 | 73,097 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $4,985,350 | 75,467 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $4,461,977 | 76,104 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $4,429,175 | 73,795 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,090,757 | 59,108 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||