Position in UVV
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$9,805
-$16,384 QoQ
Shares Held
188
-62.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#196
of 232 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UVV Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $3,294,570 across 7 Tobacco names. UVV ranks #4 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
11,103 | $2,008,637 | |
| 2 | MO |
Altria Group, Inc.
|
12,128 | $872,605 | |
| 3 | BTI |
British American Tobacco p.l.c.
|
6,311 | $389,765 | |
| 4 | UVV |
Universal Corp /Va/
This page
|
188 | $9,805 | |
| 5 | TPB |
Turning Point Brands, Inc.
|
108 | $9,156 | |
| 6 | RLX |
RLX Technology Inc.
|
2,231 | $4,238 | |
| 7 | ISPR |
Ispire Technology Inc.
|
326 | $364 |
All Filings in UVV
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,805 | 188 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $26,189 | 497 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $24,104 | 457 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $38,996 | 698 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $41,872 | 719 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $11,040 | 197 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $8,114 | 148 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $7,221 | 136 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $6,408 | 133 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $362 | 7 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $471 | 7 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||