Regal Investment Advisors LLC

Position in MO — Altria Group, Inc.

CIK 1559789 KENTWOOD, MI

Position in MO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$10,553,338

+$736,600 QoQ

Shares Held

146,676

-1.4% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

1.38%

of 13F equity value

Holder Rank

#316

of 2,535 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 3% Shared 20% None 77%

Consumer Defensive · as of Jun 30, 2026

Regal Investment Advisors LLC holds $12,682,171 across 3 Tobacco names. MO ranks #1 (83.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc. This page	146,676	$10,553,338
2	PM	Philip Morris International Inc.	7,187	$1,300,200
3	BTI	British American Tobacco p.l.c.	13,417	$828,633

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,553,338	146,676	-1.4%	Shares	Sole	2026-08-14
2026-03-31	$9,816,738	148,761	-1.4%	Shares	Sole	2026-05-14
2025-12-31	$8,695,704	150,810	+3.5%	Shares	Sole	2026-02-17
2025-09-30	$9,622,035	145,656	-4.6%	Shares	Sole	2025-11-13
2025-06-30	$8,952,038	152,687	+5.6%	Shares	Sole	2025-08-11
2025-03-31	$8,674,330	144,524	-18.2%	Shares	Sole	2025-05-12
2024-12-31	$9,240,427	176,715	+2.9%	Shares	Sole	2025-02-13
2024-09-30	$8,768,569	171,798	-31.8%	Shares	Sole	2024-11-12
2024-06-30	$11,475,548	251,933	+4.2%	Shares	Sole	2024-08-15
2024-03-31	$10,549,671	241,854	+1.7%	Shares	Sole	2024-05-15
2023-12-31	$9,590,592	237,744	+11.1%	Shares	Sole	2024-02-14
2023-09-30	$8,999,877	214,028	+6.5%	Shares	Sole	2023-11-13
2023-06-30	$9,101,540	200,917	+2.3%	Shares	Sole	2023-08-11
2023-03-31	$8,765,375	196,445	+16.9%	Shares	Sole	2023-05-11
2022-12-31	$7,681,702	168,053	+1.5%	Shares	Sole	2023-03-01
2022-09-30	$6,683,899	165,525	+49.1%	Shares	Sole	2022-11-15
2022-06-30	$4,637,556	111,026	+10.4%	Shares	Sole	2022-08-09
2022-03-31	$5,255,305	100,580	+19.4%	Shares	Sole	2022-05-09
2021-12-31	$3,992,086	84,239	+8.9%	Shares	Sole	2022-02-10
2021-09-30	$3,521,882	77,370	+22.2%	Shares	Sole	2021-11-05
2021-06-30	$3,018,620	63,310	-8.2%	Shares	Sole	2021-08-09
2020-12-31	$2,826,376	68,936	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.