NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Position in MO — Altria Group, Inc.
CIK 1109767
CEDAR RAPIDS, IA
Position in MO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$767,418
+$112,996 QoQ
Shares Held
10,666
+7.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,220
of 2,535 holders
Holding Since
Mar 2020
26 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, 2026NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $1,880,919 across 2 Tobacco names. MO ranks #2 (40.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
6,155 | $1,113,501 | |
| 2 | MO |
Altria Group, Inc.
This page
|
10,666 | $767,418 |
All Filings in MO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $767,418 | 10,666 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $654,422 | 9,917 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $566,913 | 9,832 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $662,779 | 10,033 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $575,981 | 9,824 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $636,212 | 10,600 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $586,170 | 11,210 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $774,889 | 15,182 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $703,884 | 15,453 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $578,575 | 13,264 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,325,370 | 32,855 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,522,336 | 36,203 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,891,501 | 41,755 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,824,601 | 40,892 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,802,116 | 39,425 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,508,435 | 37,356 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,182,258 | 28,304 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,444,346 | 27,643 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,269,862 | 26,796 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,243,469 | 27,317 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,292,318 | 27,104 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,261,912 | 24,666 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $999,416 | 24,376 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $883,696 | 22,870 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $839,793 | 21,396 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $658,202 | 17,021 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||