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Equibles

INDEPENDENT FINANCIAL GROUP, LLC

Position in MO — Altria Group, Inc.

CIK 275484 SAN DIEGO, CA
Back to MO Full portfolio

Position in MO

as of Jun 30, 2026 · filed Jul 15, 2026
Position Value
$3,427,482
+$44,439 QoQ
Shares Held
47,637
-7.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#581
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, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $7,071,276 across 4 Tobacco names. MO ranks #1 (48.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MO
Altria Group, Inc.
This page 		47,637 $3,427,482
2 PM
Philip Morris International Inc.
 14,469 $2,617,586
3 BTI
British American Tobacco p.l.c.
 13,309 $821,963
4 UVV
Universal Corp /Va/
 3,915 $204,245

All Filings in MO

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,427,482 47,637
2026-03-31 $3,383,043 51,266
2025-12-31 $2,815,883 48,836
2025-09-30 $2,660,764 40,278
2025-06-30 $2,512,999 42,862
2025-03-31 $2,265,755 37,750
2024-12-31 $1,928,298 36,877
2024-09-30 $2,360,753 46,253
2024-06-30 $2,371,378 52,061
2024-03-31 $2,061,393 47,258
2023-12-31 $1,819,455 45,103
2023-09-30 $1,861,721 44,274
2023-06-30 $1,872,430 41,334
2023-03-31 $1,763,917 39,532
2022-12-31 $1,728,660 37,818
2022-09-30 $2,250,821 55,741
2022-06-30 $1,166,844 27,935
2022-03-31 $1,512,428 28,946
2021-12-31 $1,307,584 27,592
2021-09-30 $1,165,812 25,611
2021-06-30 $1,181,367 24,777
2021-03-31 $1,183,688 23,137
2020-12-31 $1,257,839 30,679
2020-09-30 $1,169,864 30,276
2020-06-30 $1,170,945 29,833
2020-03-31 $1,331,717 34,438

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