Position in PM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$13,870,188
+$2,337,889 QoQ
Shares Held
76,669
+9.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
#408
of 2,919 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)
Derivatives in PM
reported options exposure · as of Jun 30, 2026CallValue
$271,365
CallShares
1,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Avestar Capital, LLC holds $14,883,963 across 2 Tobacco names. PM ranks #1 (93.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
76,669 | $13,870,188 | |
| 2 | MO |
Altria Group, Inc.
|
14,090 | $1,013,775 |
All Filings in PM
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37 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,870,188 | 76,669 | Shares | Sole | 2026-07-29 | |
| 2026-06-30 | $271,365 | 1,500 | Call | Sole | 2026-07-29 | |
| 2026-03-31 | $727,496 | 4,400 | Call | Sole | 2026-05-13 | |
| 2026-03-31 | $11,532,299 | 69,749 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,352,293 | 27,134 | Shares | Sole | 2026-02-10 | |
| 2025-12-31 | $561,400 | 3,500 | Call | Sole | 2026-02-10 | |
| 2025-09-30 | $4,073,653 | 25,115 | Shares | Sole | 2025-11-07 | |
| 2025-09-30 | $811,000 | 5,000 | Call | Sole | 2025-11-07 | |
| 2025-06-30 | $4,719,898 | 25,915 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,574,756 | 35,121 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,769,975 | 23,016 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,644,941 | 21,787 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,171,501 | 21,430 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,776,878 | 19,394 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $282,240 | 3,000 | Put | Sole | 2024-02-12 | |
| 2023-12-31 | $1,756,755 | 18,673 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $185,160 | 2,000 | Put | Sole | 2023-10-20 | |
| 2023-09-30 | $1,647,461 | 17,795 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,610,241 | 16,495 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,747,193 | 17,966 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,876,534 | 18,541 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,728,185 | 20,819 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $2,111,851 | 21,388 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $2,021,119 | 21,515 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $2,050,005 | 21,579 | Shares | Sole | 2022-02-01 | |
| 2021-12-31 | $712,500 | 7,500 | Call | Sole | 2022-02-01 | |
| 2021-09-30 | $2,810,144 | 29,646 | Shares | Sole | 2021-11-09 | |
| 2021-09-30 | $616,135 | 6,500 | Put | Sole | 2021-11-09 | |
| 2021-09-30 | $947,900 | 10,000 | Call | Sole | 2021-11-09 | |
| 2021-06-30 | $3,095,403 | 31,232 | Shares | Sole | 2021-08-03 | |
| 2021-06-30 | $991,100 | 10,000 | Call | Sole | 2021-08-03 | |
| 2021-06-30 | $991,100 | 10,000 | Put | Sole | 2021-08-03 | |
| 2021-03-31 | $2,394,293 | 26,981 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $1,605,877 | 19,397 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,387,839 | 18,507 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,288,263 | 18,388 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $1,318,095 | 18,066 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||