Gladstone Institutional Advisory LLC

Position in PM — Philip Morris International Inc.

CIK 1766530 Bedminster, NJ

Position in PM

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$3,843,252

+$341,682 QoQ

Shares Held

21,244

+0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#775

of 2,914 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Gladstone Institutional Advisory LLC holds $5,521,117 across 4 Tobacco names. PM ranks #1 (69.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc. This page	21,244	$3,843,252
2	MO	Altria Group, Inc.	13,250	$953,337
3	TPB	Turning Point Brands, Inc.	5,550	$470,695
4	BTI	British American Tobacco p.l.c.	4,110	$253,833

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,843,252	21,244	+0.3%	Shares	Sole	2026-07-27
2026-03-31	$3,501,570	21,178	-19.1%	Shares	Sole	2026-05-14
2025-12-31	$4,199,111	26,179	-3.9%	Shares	Sole	2026-02-17
2025-09-30	$4,419,787	27,249	-2.7%	Shares	Sole	2025-10-22
2025-06-30	$5,101,279	28,009	-10.9%	Shares	Sole	2025-08-12
2025-03-31	$4,988,090	31,425	+58.6%	Shares	Sole	2025-05-15
2024-12-31	$2,384,975	19,817	+4.9%	Shares	Sole	2025-01-29
2024-09-30	$2,294,338	18,899	+37.7%	Shares	Sole	2024-10-28
2024-06-30	$1,390,348	13,721	+25.2%	Shares	Sole	2024-08-02
2024-03-31	$1,003,788	10,956	-25.8%	Shares	Sole	2024-05-14
2023-12-31	$1,388,903	14,763	+32.5%	Shares	Sole	2024-02-09
2023-09-30	$1,031,156	11,138	-2.1%	Shares	Sole	2023-11-13
2023-06-30	$1,110,134	11,372	+0.9%	Shares	Sole	2023-08-10
2023-03-31	$1,096,591	11,276	+0.3%	Shares	Sole	2023-05-12
2022-12-31	$1,137,397	11,238	+0.6%	Shares	Sole	2023-02-01
2022-09-30	$927,719	11,176	-27.6%	Shares	Sole	2023-01-30
2022-06-30	$1,523,163	15,426	+35.6%	Shares	Sole	2023-01-30
2022-03-31	$1,069,037	11,380	+3.0%	Shares	Sole	2023-01-30
2021-12-31	$1,049,845	11,051	+109.2%	Shares	Sole	2023-01-30
2021-09-30	$500,680	5,282	-0.7%	Shares	Sole	2023-01-30
2021-06-30	$527,066	5,318	+45.1%	Shares	Sole	2023-01-30
2021-03-31	$325,232	3,665	+15.4%	Shares	Sole	2023-01-30
2020-03-31	$231,720	3,176	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.