Transamerica Financial Advisors, LLC
Position in MO — Altria Group, Inc.
CIK 1502149
CEDAR RAPIDS, IA
Position in MO
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$848,218
+$96,328 QoQ
Shares Held
11,789
+3.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,148
of 2,530 holders
Holding Since
Jun 2020
6 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, 2026Transamerica Financial Advisors, LLC holds $2,880,776 across 4 Tobacco names. MO ranks #2 (29.4% of the industry book) .
All Filings in MO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $848,218 | 11,789 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $751,890 | 11,394 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $606,237 | 10,514 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $677,313 | 10,253 | Shares | Sole | 2025-11-14 | |
| 2020-09-30 | $966 | 25 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $197,388 | 5,029 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||