LEVEL FOUR ADVISORY SERVICES, LLC
Position in PM — Philip Morris International Inc.
CIK 1696715
DALLAS, TX
Position in PM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,709,016
+$873,105 QoQ
Shares Held
20,502
+19.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#788
of 2,914 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $11,246,169 across 4 Tobacco names. PM ranks #2 (33.0% of the industry book) .
All Filings in PM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,709,016 | 20,502 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,835,911 | 17,152 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,438,561 | 15,203 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,708,577 | 16,699 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,317,133 | 18,213 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,393,013 | 15,076 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,809,702 | 15,037 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,929,046 | 15,890 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,560,482 | 15,400 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,246,614 | 24,521 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,219,535 | 23,592 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,187,387 | 23,627 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,687,869 | 27,534 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $2,701,216 | 27,776 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $2,556,767 | 25,262 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,000,851 | 12,057 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,250,245 | 12,662 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,101,634 | 11,727 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,145,510 | 12,058 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $543,999 | 5,739 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $789,708 | 7,968 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $781,355 | 8,805 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $754,713 | 9,116 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $577,572 | 7,702 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $669,423 | 9,555 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $570,766 | 7,823 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||