ELEVATION POINT WEALTH PARTNERS, LLC

Position in PM — Philip Morris International Inc.

CIK 1744349 DENVER, CO

Position in PM

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

Position Value

$10,252,712

+$2,826,797 QoQ

Shares Held

56,673

+26.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#476

of 2,919 holders

Holding Since

Sep 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

ELEVATION POINT WEALTH PARTNERS, LLC holds $17,316,244 across 3 Tobacco names. PM ranks #1 (59.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc. This page	56,673	$10,252,712
2	BTI	British American Tobacco p.l.c.	59,955	$3,702,820
3	MO	Altria Group, Inc.	46,709	$3,360,712

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,252,712	56,673	+26.2%	Shares	Sole	2026-08-12
2026-03-31	$7,425,915	44,913	+258.4%	Shares	Sole	2026-04-27
2025-12-31	$2,009,972	12,531	+16.8%	Shares	Sole	2026-02-12
2025-09-30	$1,740,568	10,731	-61.6%	Shares	Sole	2025-11-14
2025-06-30	$5,089,987	27,947	+106.5%	Shares	Sole	2026-02-03
2025-03-31	$2,147,775	13,531	-27.0%	Shares	Sole	2026-02-03
2024-12-31	$2,230,446	18,533	+3.7%	Shares	Sole	2026-02-03
2024-09-30	$2,170,267	17,877	-14.9%	Shares	Sole	2026-02-03
2024-06-30	$2,128,335	21,004	-5.3%	Shares	Sole	2026-02-03
2024-03-31	$2,032,956	22,189	+35.9%	Shares	Sole	2026-02-03
2023-12-31	$1,536,608	16,333	-1.4%	Shares	Sole	2024-02-13
2023-09-30	$1,533,217	16,561	+47.1%	Shares	Sole	2023-10-11
2023-06-30	$1,099,396	11,262	+79.1%	Shares	Sole	2023-08-14
2023-03-31	$611,410	6,287	+0.2%	Shares	Sole	2023-05-11
2022-06-30	$619,396	6,273	+5.6%	Shares	Sole	2022-08-02
2022-03-31	$557,815	5,938	+15.0%	Shares	Sole	2022-05-03
2021-12-31	$490,580	5,164	+10.6%	Shares	Sole	2022-02-02
2021-09-30	$442,384	4,667	—	Shares	Sole	2021-11-02
No filing history on record for this holder in this stock.