Independent Advisor Alliance

Position in PM — Philip Morris International Inc.

CIK 1696899 CHARLOTTE, NC

Position in PM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$12,731,359

+$1,027,603 QoQ

Shares Held

70,374

-0.6% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#429

of 2,919 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Consumer Defensive · as of Jun 30, 2026

Independent Advisor Alliance holds $22,728,484 across 4 Tobacco names. PM ranks #1 (56.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc. This page	70,374	$12,731,359
2	MO	Altria Group, Inc.	121,392	$8,734,153
3	BTI	British American Tobacco p.l.c.	20,087	$1,240,572
4	ISPR	Ispire Technology Inc.	20,000	$22,400

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,731,359	70,374	-0.6%	Shares	Sole	2026-08-12
2026-03-31	$11,703,756	70,786	-1.0%	Shares	Sole	2026-05-12
2025-12-31	$11,463,947	71,471	-2.0%	Shares	Sole	2026-02-04
2025-09-30	$11,823,569	72,895	-5.5%	Shares	Sole	2025-11-04
2025-06-30	$14,050,600	77,146	-4.0%	Shares	Sole	2025-08-11
2025-03-31	$12,750,621	80,329	+4.9%	Shares	Sole	2025-05-12
2024-12-31	$9,212,551	76,548	+19.4%	Shares	Sole	2025-02-07
2024-09-30	$7,783,318	64,113	-3.0%	Shares	Sole	2024-11-13
2024-06-30	$6,695,379	66,075	+6.1%	Shares	Sole	2024-08-12
2024-03-31	$5,703,803	62,255	+3.0%	Shares	Sole	2024-05-08
2023-12-31	$5,686,571	60,444	+4.9%	Shares	Sole	2024-02-08
2023-09-30	$5,333,904	57,614	+4.0%	Shares	Sole	2023-10-24
2023-06-30	$5,406,683	55,385	+2.7%	Shares	Sole	2023-07-28
2023-03-31	$5,245,373	53,937	+0.7%	Shares	Sole	2023-05-12
2022-12-31	$5,420,806	53,560	+1.9%	Shares	Sole	2023-02-13
2022-09-30	$4,365,246	52,587	+41.2%	Shares	Sole	2022-11-04
2022-06-30	$3,676,188	37,231	-1.1%	Shares	Sole	2022-08-04
2022-03-31	$3,536,934	37,651	+7.0%	Shares	Sole	2022-05-06
2021-12-31	$3,342,765	35,187	-1.2%	Shares	Sole	2022-02-11
2021-09-30	$3,377,178	35,628	+4.5%	Shares	Sole	2021-11-01
2021-06-30	$3,380,642	34,110	+2.3%	Shares	Sole	2021-08-12
2021-03-31	$2,959,745	33,353	-4.7%	Shares	Sole	2021-05-14
2020-12-31	$2,897,732	35,001	+6.3%	Shares	Sole	2021-02-11
2020-09-30	$2,469,570	32,932	+1.2%	Shares	Sole	2020-11-04
2020-06-30	$2,280,943	32,557	-18.0%	Shares	Sole	2020-08-06
2020-03-31	$2,895,855	39,691	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.