Position in MO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$196,279
+$16,259 QoQ
Shares Held
2,728
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#2,212
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, 2026Fourth Dimension Wealth, LLC holds $312,402 across 3 Tobacco names. MO ranks #1 (62.8% of the industry book) .
All Filings in MO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $196,279 | 2,728 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $180,020 | 2,728 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $150,377 | 2,608 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $155,769 | 2,358 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $138,249 | 2,358 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $139,726 | 2,328 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $95,586 | 1,828 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||