Position in MO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$394,933
+$66,105 QoQ
Shares Held
5,489
+10.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.75%
of 13F equity value
Holder Rank
#1,662
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, 2026STONEHAVEN WEALTH & TAX SOLUTIONS, LLC holds $394,933 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
|
5,489 | $394,933 |
All Filings in MO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $394,933 | 5,489 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $328,828 | 4,983 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $265,293 | 4,601 | Shares | Sole | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||