Altria shares owned by Independent Advisor Alliance
Quarter-by-quarter ownership of Altria (MO) shares owned by Independent Advisor Alliance
from 13F filings
Historical chart of Independent Advisor Alliance investment in Altria
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Quarterly reported holdings in Altria by Independent Advisor Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.1M | 123k | 66.06 |
| 2025-06-30 | $7.4M | 127k | 58.63 |
| 2025-03-31 | $8.0M | 133k | 60.02 |
| 2024-12-31 | $8.1M | 154k | 52.29 |
| 2024-09-30 | $7.2M | 142k | 51.04 |
| 2024-06-30 | $6.6M | 145k | 45.55 |
| 2024-03-31 | $5.7M | 130k | 43.62 |
| 2023-12-31 | $5.3M | 130k | 40.34 |
| 2023-09-30 | $5.7M | 135k | 42.05 |
| 2023-06-30 | $5.8M | 127k | 45.30 |
| 2023-03-31 | $5.5M | 124k | 44.62 |
| 2022-12-31 | $5.4k | 119k | 0.05 |
| 2022-09-30 | $4.6M | 114k | 40.38 |
| 2022-06-30 | $3.9M | 94k | 41.77 |
| 2022-03-31 | $4.4M | 83k | 52.25 |
| 2021-12-31 | $2.2M | 47k | 47.40 |
| 2021-09-30 | $2.2M | 48k | 45.53 |
| 2021-06-30 | $2.2M | 47k | 47.68 |
| 2021-03-31 | $2.4M | 47k | 51.16 |
| 2020-12-31 | $2.0M | 49k | 41.00 |
| 2020-09-30 | $1.8M | 47k | 38.63 |
| 2020-06-30 | $1.8M | 47k | 39.24 |
| 2020-03-31 | $2.5M | 64k | 38.67 |
| 2019-12-31 | $4.4M | 89k | 49.91 |
| 2019-09-30 | $3.8M | 93k | 40.90 |
| 2019-06-30 | $0 | 106k | 0.00 |
| 2019-03-31 | $5.9M | 103k | 57.43 |
| 2018-12-31 | $4.9M | 98k | 49.39 |
| 2018-09-30 | $6.0M | 100k | 59.47 |
| 2018-06-30 | $5.3M | 95k | 55.93 |
| 2018-03-31 | $6.7M | 112k | 60.51 |
| 2017-12-31 | $8.2M | 117k | 70.31 |
| 2017-09-30 | $8.0M | 126k | 63.57 |
| 2017-06-30 | $8.1M | 110k | 73.69 |
| 2017-03-31 | $7.9M | 111k | 71.93 |
| 2016-12-31 | $8.9M | 127k | 70.01 |
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