INDEPENDENT FINANCIAL GROUP, LLC

Position in UVV — Universal Corp /Va/

CIK 275484 SAN DIEGO, CA

Position in UVV

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$204,245

-$23,155 QoQ

Shares Held

3,915

-9.3% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#153

of 232 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $7,071,276 across 4 Tobacco names. UVV ranks #4 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc.	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/ This page	3,915	$204,245

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$204,245	3,915	-9.3%	Shares	Sole	2026-07-15
2026-03-31	$227,400	4,315	+2.4%	Shares	Sole	2026-05-15
2025-12-31	$222,341	4,215	+5.0%	Shares	Sole	2026-05-15
2025-09-30	$224,318	4,015	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.