Position in TPB
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$1,475
+$500 QoQ
Shares Held
17
+88.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TPB Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Mar 31, 2026Root Financial Partners, LLC holds $1,069,028 across 6 Tobacco names. TPB ranks #5 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
3,678 | $608,120 | |
| 2 | MO |
Altria Group, Inc.
|
6,453 | $425,833 | |
| 3 | BTI |
British American Tobacco p.l.c.
|
522 | $30,521 | |
| 4 | UVV |
Universal Corp /Va/
|
58 | $3,056 | |
| 5 | TPB |
Turning Point Brands, Inc.
This page
|
17 | $1,475 | |
| 6 | ISPR |
Ispire Technology Inc.
|
13 | $23 |
All Filings in TPB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,475 | 17 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $975 | 9 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||