NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Position in PM — Philip Morris International Inc.
CIK 1109767
CEDAR RAPIDS, IA
Position in PM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,113,501
+$130,555 QoQ
Shares Held
6,155
+3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,351
of 2,919 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $1,880,919 across 2 Tobacco names. PM ranks #1 (59.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
6,155 | $1,113,501 | |
| 2 | MO |
Altria Group, Inc.
|
10,666 | $767,418 |
All Filings in PM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,113,501 | 6,155 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $982,946 | 5,945 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $406,453 | 2,534 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $351,325 | 2,166 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $387,754 | 2,129 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $337,936 | 2,129 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $259,354 | 2,155 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $348,175 | 2,868 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $287,067 | 2,833 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $257,727 | 2,813 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $719,523 | 7,648 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $690,183 | 7,455 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $706,671 | 7,239 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $704,090 | 7,240 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $733,570 | 7,248 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $573,599 | 6,910 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,757,709 | 27,929 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $590,788 | 6,289 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $609,330 | 6,414 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $642,581 | 6,779 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $699,617 | 7,059 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $698,561 | 7,872 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $652,799 | 7,885 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $555,675 | 7,410 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $527,341 | 7,527 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $295,560 | 4,051 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||