Position in MO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$543,798
+$67,087 QoQ
Shares Held
7,558
+4.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,449
of 2,535 holders
Holding Since
Jun 2024
9 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, 2026SYM FINANCIAL Corp holds $1,229,404 across 3 Tobacco names. MO ranks #1 (44.2% of the industry book) .
All Filings in MO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $543,798 | 7,558 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $476,711 | 7,224 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $410,250 | 7,115 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $564,879 | 8,551 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $648,916 | 11,068 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $562,207 | 9,367 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $501,827 | 9,597 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $509,481 | 9,982 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $382,893 | 8,406 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||