Investmark Advisory Group LLC

Position in MO — Altria Group, Inc.

CIK 1926349 Shelton, CT

Position in MO

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$5,835,360

+$519,998 QoQ

Shares Held

81,103

+0.7% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

4.81%

of 13F equity value

Holder Rank

#439

of 2,535 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Investmark Advisory Group LLC holds $13,553,161 across 2 Tobacco names. MO ranks #2 (43.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PM	Philip Morris International Inc.	42,661	$7,717,801
2	MO	Altria Group, Inc. This page	81,103	$5,835,360

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,835,360	81,103	+0.7%	Shares	Sole	2026-08-07
2026-03-31	$5,315,362	80,548	+0.4%	Shares	Sole	2026-05-15
2025-12-31	$4,627,503	80,255	+0.3%	Shares	Sole	2026-01-28
2025-09-30	$5,285,526	80,011	+1.2%	Shares	Sole	2025-10-23
2025-06-30	$4,637,515	79,098	-2.5%	Shares	Sole	2025-08-14
2025-03-31	$4,869,842	81,137	+1.4%	Shares	Sole	2025-05-15
2024-12-31	$4,185,866	80,051	+3.0%	Shares	Sole	2025-02-18
2024-09-30	$3,966,063	77,705	+28.3%	Shares	Sole	2024-11-14
2024-06-30	$2,759,191	60,575	+1.5%	Shares	Sole	2024-08-14
2024-03-31	$2,604,288	59,704	-1.2%	Shares	Sole	2024-05-17
2023-12-31	$2,437,705	60,429	+2.3%	Shares	Sole	2024-02-14
2023-09-30	$2,483,809	59,068	-0.1%	Shares	Sole	2023-11-14
2023-06-30	$2,678,226	59,122	+2.0%	Shares	Sole	2023-08-14
2023-03-31	$2,586,978	57,978	+5.2%	Shares	Sole	2023-05-16
2022-12-31	$2,519,580	55,121	+5.3%	Shares	Sole	2023-01-24
2022-09-30	$2,113,287	52,335	+4.7%	Shares	Sole	2022-11-14
2022-06-30	$2,087,413	49,974	+3.4%	Shares	Sole	2022-07-15
2022-03-31	$2,525,242	48,330	+4.3%	Shares	Sole	2022-05-03
2021-12-31	$2,196,384	46,347	—	Shares	Sole	2022-05-03
No filing history on record for this holder in this stock.