Position in MO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,762,481
+$652,637 QoQ
Shares Held
52,293
+11.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.54%
of 13F equity value
Holder Rank
#557
of 2,535 holders
Holding Since
Sep 2025
4 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, 2026Exit Wealth Advisors, LLC. holds $4,991,173 across 3 Tobacco names. MO ranks #1 (75.4% of the industry book) .
All Filings in MO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,762,481 | 52,293 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,109,844 | 47,126 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,576,883 | 44,691 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $480,520 | 7,274 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||