N.E.W. Advisory Services LLC

Position in MO — Altria Group, Inc.

CIK 1803456 DE PERE, WI

Position in MO

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$776,484

+$65,508 QoQ

Shares Held

10,792

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#1,208

of 2,535 holders

Holding Since

Jun 2020

22 quarters on record

Consumer Defensive · as of Jun 30, 2026

N.E.W. Advisory Services LLC holds $1,266,486 across 3 Tobacco names. MO ranks #1 (61.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc. This page	10,792	$776,484
2	PM	Philip Morris International Inc.	2,643	$478,145
3	BTI	British American Tobacco p.l.c.	192	$11,857

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$776,484	10,792	+0.2%	Shares	Sole	2026-08-06
2026-03-31	$710,976	10,774	+51.3%	Shares	Sole	2026-05-05
2025-12-31	$410,712	7,123	+6.5%	Shares	Sole	2026-01-28
2025-09-30	$441,743	6,687	+1.4%	Shares	Sole	2025-10-27
2025-06-30	$386,664	6,595	+20.4%	Shares	Sole	2025-08-18
2025-03-31	$328,789	5,478	+6.5%	Shares	Sole	2025-05-07
2024-12-31	$268,979	5,144	+0.4%	Shares	Sole	2025-01-24
2024-09-30	$261,375	5,121	-3.2%	Shares	Sole	2024-10-31
2024-06-30	$241,005	5,291	-8.3%	Shares	Sole	2024-08-05
2024-03-31	$251,774	5,772	+10.2%	Shares	Sole	2024-04-24
2023-12-31	$211,220	5,236	-22.5%	Shares	Sole	2024-02-06
2023-09-30	$284,131	6,757	-10.9%	Shares	Sole	2023-11-06
2023-06-30	$343,691	7,587	+48.7%	Shares	Sole	2023-08-04
2022-06-30	$213,068	5,101	-6.1%	Shares	Sole	2022-08-01
2022-03-31	$283,926	5,434	+8.7%	Shares	Sole	2022-04-11
2021-12-31	$236,855	4,998	-1.6%	Shares	Sole	2022-01-18
2021-09-30	$231,105	5,077	-0.9%	Shares	Sole	2021-10-13
2021-06-30	$244,360	5,125	-5.7%	Shares	Sole	2021-07-15
2021-03-31	$278,003	5,434	-3.5%	Shares	Sole	2021-04-14
2020-12-31	$230,789	5,629	-4.9%	Shares	Sole	2021-01-14
2020-09-30	$228,748	5,920	+10.0%	Shares	Sole	2020-10-13
2020-06-30	$211,322	5,384	—	Shares	Sole	2020-07-09
No filing history on record for this holder in this stock.