Creative Planning

Position in UVV — Universal Corp /Va/

CIK 1540235 OVERLAND PARK, KS

Position in UVV

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$3,008,906

+$525,225 QoQ

Shares Held

57,095

+21.3% QoQ

Ownership

0.229%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

13 quarters on record

Voting authority Sole 0.15938348366757157.ToString("F0")% Shared 0.ToString("F0")% None 99.84061651633243.ToString("F0")%

Consumer Defensive · as of Mar 31, 2026

Creative Planning holds $168,534,134 across 5 Tobacco names. UVV ranks #4 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	570,697	$94,359,041
2	MO	Altria Group, Inc.	831,631	$54,879,329
3	BTI	British American Tobacco p.l.c.	276,052	$16,140,759
4	UVV	Universal Corp /Va/ This page	57,095	$3,008,906
5	RLX	RLX Technology Inc.	66,409	$146,099

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,008,906	57,095	+21.3%	Shares	Sole	2026-05-12
2025-12-31	$2,483,681	47,084	+153.9%	Shares	Sole	2026-02-17
2025-09-30	$1,036,052	18,544	+59.9%	Shares	Defined	2025-11-14
2025-06-30	$675,408	11,597	+25.7%	Shares	Defined	2025-08-08
2025-03-31	$517,061	9,225	+27.0%	Shares	Sole	2025-05-15
2024-12-31	$398,466	7,266	+6.0%	Shares	Defined	2025-02-14
2024-09-30	$364,015	6,854	+37.1%	Shares	Defined	2024-10-11
2024-06-30	$240,998	5,001	-79.2%	Shares	Sole	2024-08-15
2024-03-31	$1,241,383	24,002	+35.0%	Shares	Sole	2024-05-13
2023-12-31	$1,196,882	17,779	+35.6%	Shares	Sole	2024-02-14
2023-09-30	$618,781	13,107	+291.5%	Shares	Sole	2023-11-16
2022-06-30	$202,554	3,348	-14.2%	Shares	Sole	2022-08-15
2021-03-31	$230,061	3,900	—	Shares	Sole	2021-04-30
No filing history on record for this holder in this stock.