Position in MO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$297,369
+$25,293 QoQ
Shares Held
4,133
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,875
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, 2026LAUREL OAK WEALTH MANAGEMENT, LLC holds $1,338,430 across 3 Tobacco names. MO ranks #3 (22.2% of the industry book) .
All Filings in MO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $297,369 | 4,133 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $272,076 | 4,123 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $237,732 | 4,123 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||