Independent Advisor Alliance

Position in MO — Altria Group, Inc.

CIK 1696899 CHARLOTTE, NC

Position in MO

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$8,734,153

+$902,593 QoQ

Shares Held

121,392

+2.3% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#347

of 2,535 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Independent Advisor Alliance holds $22,728,484 across 4 Tobacco names. MO ranks #2 (38.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	70,374	$12,731,359
2	MO	Altria Group, Inc. This page	121,392	$8,734,153
3	BTI	British American Tobacco p.l.c.	20,087	$1,240,572
4	ISPR	Ispire Technology Inc.	20,000	$22,400

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,734,153	121,392	+2.3%	Shares	Sole	2026-08-12
2026-03-31	$7,831,560	118,678	-4.8%	Shares	Sole	2026-05-12
2025-12-31	$7,184,435	124,600	+1.6%	Shares	Sole	2026-02-04
2025-09-30	$8,099,021	122,601	-3.3%	Shares	Sole	2025-11-04
2025-06-30	$7,429,827	126,724	-4.6%	Shares	Sole	2025-08-11
2025-03-31	$7,972,995	132,839	-14.0%	Shares	Sole	2025-05-12
2024-12-31	$8,076,032	154,447	+9.0%	Shares	Sole	2025-02-07
2024-09-30	$7,230,223	141,658	-2.4%	Shares	Sole	2024-11-13
2024-06-30	$6,608,757	145,088	+11.3%	Shares	Sole	2024-08-12
2024-03-31	$5,687,175	130,380	+0.1%	Shares	Sole	2024-05-08
2023-12-31	$5,255,817	130,288	-3.1%	Shares	Sole	2024-02-08
2023-09-30	$5,654,967	134,482	+5.8%	Shares	Sole	2023-10-24
2023-06-30	$5,757,992	127,108	+2.2%	Shares	Sole	2023-07-28
2023-03-31	$5,547,158	124,320	+4.4%	Shares	Sole	2023-05-12
2022-12-31	$5,442,323	119,062	+4.5%	Shares	Sole	2023-02-13
2022-09-30	$4,601,219	113,948	+20.7%	Shares	Sole	2022-11-04
2022-06-30	$3,944,549	94,435	+13.2%	Shares	Sole	2022-08-04
2022-03-31	$4,357,179	83,391	+76.6%	Shares	Sole	2022-05-06
2021-12-31	$2,237,566	47,216	-1.0%	Shares	Sole	2022-02-11
2021-09-30	$2,170,575	47,684	+2.5%	Shares	Sole	2021-11-01
2021-06-30	$2,217,787	46,514	-1.6%	Shares	Sole	2021-08-12
2021-03-31	$2,418,230	47,268	-4.2%	Shares	Sole	2021-05-14
2020-12-31	$2,022,776	49,336	+5.8%	Shares	Sole	2021-02-11
2020-09-30	$1,802,440	46,647	+0.1%	Shares	Sole	2020-11-04
2020-06-30	$1,829,403	46,609	-27.0%	Shares	Sole	2020-08-06
2020-03-31	$2,470,006	63,874	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.