Independent Wealth Network Inc.

Position in MO — Altria Group, Inc.

CIK 1891240 URBANDALE, IA

Position in MO

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,269,341

+$158,862 QoQ

Shares Held

17,642

+4.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.90%

of 13F equity value

Holder Rank

#949

of 2,535 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Independent Wealth Network Inc. holds $1,574,897 across 2 Tobacco names. MO ranks #1 (80.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MO	Altria Group, Inc. This page	17,642	$1,269,341
2	PM	Philip Morris International Inc.	1,689	$305,556

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,269,341	17,642	+4.8%	Shares	Sole	2026-07-20
2026-03-31	$1,110,479	16,828	-1.4%	Shares	Sole	2026-04-21
2025-12-31	$984,544	17,075	-6.3%	Shares	Sole	2026-01-26
2025-09-30	$1,203,745	18,222	-1.5%	Shares	Sole	2025-10-15
2025-06-30	$1,084,889	18,504	+0.8%	Shares	Sole	2025-07-16
2025-03-31	$1,101,727	18,356	-0.4%	Shares	Sole	2025-05-02
2024-12-31	$963,234	18,421	+2.5%	Shares	Sole	2025-01-17
2024-09-30	$917,290	17,972	-0.6%	Shares	Sole	2024-10-15
2024-06-30	$823,817	18,086	-2.5%	Shares	Sole	2024-07-18
2024-03-31	$809,151	18,550	+3.6%	Shares	Sole	2024-05-20
2023-12-31	$722,610	17,913	+3.3%	Shares	Sole	2024-01-12
2023-09-30	$729,062	17,338	+1.7%	Shares	Sole	2023-10-11
2023-06-30	$772,636	17,056	+7.4%	Shares	Sole	2023-07-12
2023-03-31	$708,342	15,875	+1.5%	Shares	Sole	2023-04-18
2022-12-31	$715,270	15,648	+2.4%	Shares	Sole	2023-01-25
2022-09-30	$617,329	15,288	+4.5%	Shares	Sole	2022-10-17
2022-06-30	$610,886	14,625	+3.3%	Shares	Sole	2022-07-26
2022-03-31	$739,807	14,159	+1.0%	Shares	Sole	2022-04-20
2021-12-31	$664,123	14,014	-0.1%	Shares	Sole	2022-02-10
2021-09-30	$638,827	14,034	—	Shares	Sole	2021-11-04
No filing history on record for this holder in this stock.