N.E.W. Advisory Services LLC
Position in PM — Philip Morris International Inc.
CIK 1803456
DE PERE, WI
Position in PM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$478,145
+$39,994 QoQ
Shares Held
2,643
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,949
of 2,919 holders
Holding Since
Jun 2020
20 quarters on record
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $1,266,486 across 3 Tobacco names. PM ranks #2 (37.8% of the industry book) .
All Filings in PM
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $478,145 | 2,643 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $438,151 | 2,650 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $428,268 | 2,670 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $429,019 | 2,645 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $476,087 | 2,614 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $480,475 | 3,027 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $344,562 | 2,863 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $298,765 | 2,461 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $249,271 | 2,460 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $225,201 | 2,458 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $231,154 | 2,457 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $227,746 | 2,460 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $315,410 | 3,231 | Shares | Sole | 2023-08-04 | |
| 2022-03-31 | $291,495 | 3,103 | Shares | Sole | 2022-04-11 | |
| 2021-09-30 | $218,017 | 2,300 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $307,241 | 3,100 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $272,343 | 3,069 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $246,300 | 2,975 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $223,095 | 2,975 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $208,428 | 2,975 | Shares | Sole | 2020-07-09 | |
| No filing history on record for this holder in this stock. | ||||||