Wellspring Financial Advisors, LLC
Position in PM — Philip Morris International Inc.
CIK 1811308
CLEVELAND, OH
Position in PM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$437,983
+$42,490 QoQ
Shares Held
2,421
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,027
of 2,919 holders
Holding Since
Mar 2022
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Wellspring Financial Advisors, LLC holds $708,299 across 2 Tobacco names. PM ranks #1 (61.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
2,421 | $437,983 | |
| 2 | MO |
Altria Group, Inc.
|
3,757 | $270,316 |
All Filings in PM
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $437,983 | 2,421 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $395,493 | 2,392 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $318,233 | 1,984 | Shares | Sole | 2026-02-11 | |
| 2022-03-31 | $138,467 | 1,474 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||