Mowery & Schoenfeld Wealth Management, LLC
Position in UVV — Universal Corp /Va/
CIK 2019946
LINCOLNSHIRE, IL
Position in UVV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$626
-$6 QoQ
Shares Held
12
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#218
of 232 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UVV Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Mowery & Schoenfeld Wealth Management, LLC holds $155,943 across 3 Tobacco names. UVV ranks #3 (0.4% of the industry book) .
All Filings in UVV
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $626 | 12 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $632 | 12 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $633 | 12 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $670 | 12 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $698 | 12 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $672 | 12 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $658 | 12 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $637 | 12 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $578 | 12 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $620 | 12 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $807 | 12 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||