SteelPeak Wealth, LLC

Position in PM — Philip Morris International Inc.

CIK 1801868 WOODLAND HILLS, CA

Back to PM Full portfolio

Position in PM

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$2,357,800

+$319,985 QoQ

Shares Held

13,033

+5.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#961

of 2,919 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Common Shares in PM Over Time

Shares Held

Position Value (USD)

Derivatives in PM

reported options exposure · as of Sep 30, 2023

CallValue

CallShares

PutValue

$46,290

PutShares

500

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, 2026

SteelPeak Wealth, LLC holds $5,494,816 across 3 Tobacco names. PM ranks #2 (42.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc.	40,601	$2,921,241
2	PM	Philip Morris International Inc. This page	13,033	$2,357,800
3	UVV	Universal Corp /Va/	4,136	$215,775

All Filings in PM

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27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,357,800	13,033	+5.7%	Shares	Sole	2026-07-13
2026-03-31	$2,037,815	12,325	+49.5%	Shares	Sole	2026-05-05
2025-12-31	$1,322,658	8,246	-76.0%	Shares	Sole	2026-01-20
2025-09-30	$5,565,893	34,315	+5.5%	Shares	Sole	2025-10-21
2025-06-30	$5,924,324	32,528	-50.5%	Shares	Sole	2025-07-23
2025-03-31	$10,435,862	65,746	-8.4%	Shares	Sole	2025-05-01
2024-12-31	$8,635,954	71,757	-0.4%	Shares	Sole	2025-01-23
2024-09-30	$8,745,413	72,038	+556.0%	Shares	Sole	2024-10-25
2024-06-30	$1,112,704	10,981	-73.6%	Shares	Sole	2024-07-17
2024-03-31	$3,814,690	41,636	+14.5%	Shares	Sole	2024-04-18
2023-12-31	$3,422,254	36,376	-57.8%	Shares	Sole	2024-01-24
2023-09-30	$7,974,193	86,133	+175.5%	Shares	Sole	2023-11-03
2023-09-30	$46,290	500	—	Put	Sole	2023-11-03
2023-06-30	$3,052,479	31,269	+199.5%	Shares	Sole	2023-08-03
2023-03-31	$1,015,484	10,442	+11.0%	Shares	Sole	2023-05-08
2022-12-31	$952,183	9,408	+106.3%	Shares	Sole	2023-01-25
2022-09-30	$378,608	4,561	+14.2%	Shares	Sole	2022-10-26
2022-06-30	$394,367	3,994	-21.2%	Shares	Sole	2022-08-02
2022-03-31	$476,369	5,071	-10.1%	Shares	Sole	2022-05-10
2021-12-31	$535,895	5,641	-22.3%	Shares	Sole	2022-01-31
2021-09-30	$688,080	7,259	+74.0%	Shares	Sole	2021-11-15
2021-06-30	$413,387	4,171	-62.2%	Shares	Sole	2021-08-13
2021-03-31	$978,713	11,029	+16.4%	Shares	Sole	2021-05-18
2020-12-31	$784,683	9,478	-0.6%	Shares	Sole	2021-02-04
2020-09-30	$715,179	9,537	-28.3%	Shares	Sole	2020-10-26
2020-06-30	$931,517	13,296	-38.0%	Shares	Sole	2020-07-21
2020-03-31	$1,565,721	21,460	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.