United Financial Planning Group LLC

Position in MO — Altria Group, Inc.

CIK 2088337 HAUPPAUGE, NY

Position in MO

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

Position Value

$9,209

+$763 QoQ

Shares Held

128

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#2,477

of 2,535 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

United Financial Planning Group LLC holds $22,214 across 3 Tobacco names. MO ranks #1 (41.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc. This page	128	$9,209
2	BTI	British American Tobacco p.l.c.	111	$6,855
3	PM	Philip Morris International Inc.	34	$6,150

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,209	128	0.0%	Shares	Sole	2026-08-06
2026-03-31	$8,446	128	—	Shares	Sole	2026-05-08
No filing history on record for this holder in this stock.