Balefire, LLC

Position in PM — Philip Morris International Inc.

CIK 1750924 DALLAS, TX

Position in PM

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

Position Value

$1,605,033

-$1,945,808 QoQ

Shares Held

8,872

-58.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

#1,138

of 2,919 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Balefire, LLC holds $2,305,152 across 3 Tobacco names. PM ranks #1 (69.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc. This page	8,872	$1,605,033
2	MO	Altria Group, Inc.	6,886	$495,447
3	BTI	British American Tobacco p.l.c.	3,314	$204,672

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,605,033	8,872	-58.7%	Shares	Sole	2026-07-07
2026-03-31	$3,550,841	21,476	-22.8%	Shares	Sole	2026-05-07
2025-12-31	$4,463,290	27,826	-14.0%	Shares	Sole	2026-01-12
2025-09-30	$5,250,089	32,368	-3.1%	Shares	Sole	2025-10-08
2025-06-30	$6,085,145	33,411	-12.9%	Shares	Sole	2025-07-09
2025-03-31	$6,089,041	38,361	-42.8%	Shares	Sole	2025-04-23
2024-12-31	$8,065,495	67,017	-2.2%	Shares	Sole	2025-02-03
2024-09-30	$8,318,692	68,523	+5.6%	Shares	Sole	2024-10-15
2024-06-30	$6,575,405	64,891	+10.9%	Shares	Sole	2024-08-01
2024-03-31	$5,362,152	58,526	+14.9%	Shares	Sole	2024-05-10
2023-12-31	$4,790,177	50,916	+79.0%	Shares	Sole	2024-02-07
2023-09-30	$2,633,808	28,449	+19.4%	Shares	Sole	2023-12-06
2023-06-30	$2,325,991	23,827	+80.7%	Shares	Sole	2023-08-21
2023-03-31	$1,282,046	13,183	+170.9%	Shares	Sole	2023-05-15
2022-12-31	$492,487	4,866	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.