Independent Solutions Wealth Management, LLC
Position in MO — Altria Group, Inc.
CIK 1818391
Williamsville, NY
Position in MO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$4,325,993
+$444,660 QoQ
Shares Held
60,125
+2.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
#519
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, 2026Independent Solutions Wealth Management, LLC holds $8,251,378 across 2 Tobacco names. MO ranks #1 (52.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
60,125 | $4,325,993 | |
| 2 | PM |
Philip Morris International Inc.
|
21,698 | $3,925,385 |
All Filings in MO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,325,993 | 60,125 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $3,881,333 | 58,817 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,364,633 | 58,353 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,931,560 | 59,515 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,281,696 | 55,973 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $3,385,848 | 56,412 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,951,038 | 56,436 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,715,430 | 53,202 | Shares | Sole | 2024-12-19 | |
| 2024-06-30 | $2,522,103 | 55,370 | Shares | Sole | 2024-12-19 | |
| 2024-03-31 | $2,445,991 | 56,075 | Shares | Sole | 2024-12-19 | |
| 2023-12-31 | $2,215,634 | 54,924 | Shares | Sole | 2024-12-19 | |
| 2023-09-30 | $2,122,263 | 50,470 | Shares | Sole | 2024-12-19 | |
| 2023-06-30 | $1,989,349 | 43,915 | Shares | Sole | 2024-12-19 | |
| 2023-03-31 | $1,671,688 | 37,465 | Shares | Sole | 2024-12-19 | |
| 2022-12-31 | $1,639,160 | 35,860 | Shares | Sole | 2024-12-19 | |
| 2022-09-30 | $1,381,642 | 34,216 | Shares | Sole | 2024-12-19 | |
| 2022-06-30 | $1,486,594 | 35,590 | Shares | Sole | 2024-12-19 | |
| 2022-03-31 | $1,457,722 | 27,899 | Shares | Sole | 2024-12-19 | |
| 2021-12-31 | $984,479 | 20,774 | Shares | Sole | 2024-12-19 | |
| 2021-09-30 | $826,324 | 18,153 | Shares | Sole | 2024-12-19 | |
| 2021-06-30 | $758,112 | 15,900 | Shares | Sole | 2024-12-19 | |
| 2021-03-31 | $744,224 | 14,547 | Shares | Sole | 2024-12-19 | |
| 2020-12-31 | $586,751 | 14,311 | Shares | Sole | 2024-12-19 | |
| 2020-09-30 | $547,953 | 14,181 | Shares | Sole | 2024-12-19 | |
| 2020-06-30 | $562,766 | 14,338 | Shares | Sole | 2024-12-19 | |
| 2020-03-31 | $618,565 | 15,996 | Shares | Sole | 2024-12-19 | |
| No filing history on record for this holder in this stock. | ||||||