Heartwood Wealth Advisors LLC
Position in PM — Philip Morris International Inc.
CIK 1794935
RICHMOND, VA
Position in PM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$803,783
+$65,540 QoQ
Shares Held
4,443
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#1,559
of 2,919 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Heartwood Wealth Advisors LLC holds $1,191,665 across 2 Tobacco names. PM ranks #1 (67.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
4,443 | $803,783 | |
| 2 | MO |
Altria Group, Inc.
|
5,391 | $387,882 |
All Filings in PM
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $803,783 | 4,443 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $738,243 | 4,465 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $538,623 | 3,358 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $548,073 | 3,379 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $611,592 | 3,358 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $458,570 | 2,889 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $347,691 | 2,889 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $350,724 | 2,889 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $292,742 | 2,889 | Shares | Sole | 2024-07-09 | |
| No filing history on record for this holder in this stock. | ||||||