Position in MO
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$341,234
New position
Shares Held
5,171
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Holistic Financial Partners holds $296,873 across 1 Tobacco name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
1,641 | $296,873 |
All Filings in MO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $341,234 | 5,171 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||