OneDigital Investment Advisors LLC

Position in PM — Philip Morris International Inc.

CIK 1690370 OVERLAND PARK, KS

Position in PM

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$6,680,825

+$1,501,385 QoQ

Shares Held

36,929

+17.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#587

of 2,919 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Consumer Defensive · as of Jun 30, 2026

OneDigital Investment Advisors LLC holds $11,518,994 across 3 Tobacco names. PM ranks #1 (58.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc. This page	36,929	$6,680,825
2	MO	Altria Group, Inc.	48,361	$3,479,573
3	BTI	British American Tobacco p.l.c.	21,998	$1,358,596

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,680,825	36,929	+17.9%	Shares	Sole	2026-08-07
2026-03-31	$5,179,440	31,326	+22.0%	Shares	Sole	2026-05-08
2025-12-31	$4,119,874	25,685	+2.0%	Shares	Sole	2026-02-13
2025-09-30	$4,082,574	25,170	+0.2%	Shares	Sole	2025-11-10
2025-06-30	$4,573,284	25,110	+0.9%	Shares	Sole	2025-08-07
2025-03-31	$3,948,250	24,874	-19.0%	Shares	Sole	2025-04-29
2024-12-31	$3,694,143	30,695	-1.2%	Shares	Sole	2025-02-13
2024-09-30	$3,772,262	31,073	+3.1%	Shares	Sole	2024-11-06
2024-06-30	$3,052,667	30,126	+53.7%	Shares	Sole	2024-08-02
2024-03-31	$1,795,935	19,602	+1.4%	Shares	Sole	2024-05-10
2023-12-31	$1,818,848	19,333	+35.7%	Shares	Sole	2024-02-13
2023-09-30	$1,318,987	14,247	-3.4%	Shares	Sole	2023-11-14
2023-06-30	$1,439,797	14,749	-0.3%	Shares	Sole	2023-08-07
2023-03-31	$1,439,202	14,799	+4.0%	Shares	Sole	2023-05-10
2022-12-31	$1,440,723	14,235	+11.2%	Shares	Sole	2023-02-02
2022-09-30	$1,062,693	12,802	+44.2%	Shares	Sole	2022-11-08
2022-06-30	$876,711	8,879	-11.1%	Shares	Sole	2022-08-08
2022-03-31	$938,553	9,991	+19.1%	Shares	Sole	2022-05-05
2021-12-31	$796,860	8,388	-17.7%	Shares	Sole	2022-02-23
2021-09-30	$966,667	10,198	-4.7%	Shares	Sole	2021-11-05
2021-06-30	$1,060,377	10,699	+16.3%	Shares	Sole	2021-08-09
2021-03-31	$816,140	9,197	+3.6%	Shares	Sole	2021-05-10
2020-12-31	$734,678	8,874	-6.0%	Shares	Sole	2021-02-08
2020-09-30	$708,129	9,443	-18.2%	Shares	Sole	2020-10-09
2020-06-30	$808,282	11,537	-2.5%	Shares	Sole	2020-08-14
2020-03-31	$863,699	11,838	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.