Position in MO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$995,212
+$162,155 QoQ
Shares Held
13,832
+9.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.81%
of 13F equity value
Holder Rank
#1,056
of 2,535 holders
Holding Since
Dec 2025
3 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, 2026Brindle & Bay Financial Advisors, LLC holds $995,212 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
|
13,832 | $995,212 |
All Filings in MO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $995,212 | 13,832 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $833,057 | 12,624 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $727,899 | 12,624 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||