Position in MO
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$49,501
+$1,923 QoQ
Shares Held
688
-4.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#2,378
of 2,535 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Sarver Vrooman Wealth Advisors holds $49,501 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
|
688 | $49,501 |
All Filings in MO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,501 | 688 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $47,578 | 721 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $37,017 | 642 | Shares | Sole | 2026-04-23 | |
| 2025-09-30 | $67,975 | 1,029 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $60,330 | 1,029 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $81,147 | 1,352 | Shares | Sole | 2025-07-08 | |
| No filing history on record for this holder in this stock. | ||||||