Transamerica Financial Advisors, LLC

Position in PM — Philip Morris International Inc.

CIK 1502149 CEDAR RAPIDS, IA

Position in PM

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$1,458,315

+$170,152 QoQ

Shares Held

8,061

+3.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,186

of 2,914 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Transamerica Financial Advisors, LLC holds $2,880,776 across 4 Tobacco names. PM ranks #1 (50.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc. This page	8,061	$1,458,315
2	MO	Altria Group, Inc.	11,789	$848,218
3	BTI	British American Tobacco p.l.c.	9,287	$573,565
4	UVV	Universal Corp /Va/	13	$678

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,458,315	8,061	+3.5%	Shares	Sole	2026-08-17
2026-03-31	$1,288,163	7,791	+9.6%	Shares	Sole	2026-05-15
2025-12-31	$1,140,444	7,110	+9.0%	Shares	Sole	2026-02-13
2025-09-30	$1,058,192	6,524	+76.4%	Shares	Sole	2025-11-14
2025-06-30	$673,516	3,698	-20.8%	Shares	Sole	2025-08-14
2025-03-31	$741,269	4,670	-13.6%	Shares	Sole	2025-05-14
2024-12-31	$650,491	5,405	-1.2%	Shares	Sole	2025-02-12
2024-09-30	$663,815	5,468	-14.0%	Shares	Sole	2024-11-13
2024-06-30	$644,357	6,359	0.0%	Shares	Sole	2024-08-14
2024-03-31	$582,611	6,359	-3.5%	Shares	Sole	2024-05-15
2023-12-31	$620,269	6,593	-38.2%	Shares	Sole	2024-02-12
2023-09-30	$987,643	10,668	-6.0%	Shares	Sole	2023-11-14
2023-06-30	$1,107,401	11,344	+1.0%	Shares	Sole	2023-08-14
2023-03-31	$1,092,312	11,232	+4.4%	Shares	Sole	2023-05-15
2022-12-31	$1,089,222	10,762	+13.6%	Shares	Sole	2023-02-14
2022-09-30	$786,685	9,477	+27.7%	Shares	Sole	2022-11-14
2022-06-30	$733,045	7,424	+105957.1%	Shares	Sole	2022-08-15
2022-03-31	$657	7	-12.5%	Shares	Sole	2022-05-12
2021-12-31	$760	8	+14.3%	Shares	Sole	2022-02-14
2021-09-30	$663	7	-12.5%	Shares	Sole	2021-11-15
2021-06-30	$792	8	0.0%	Shares	Sole	2021-08-10
2021-03-31	$709	8	0.0%	Shares	Sole	2021-05-17
2020-12-31	$662	8	-38.5%	Shares	Sole	2021-02-16
2020-09-30	$974	13	-99.5%	Shares	Sole	2020-11-12
2020-06-30	$176,901	2,525	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.