San Luis Wealth Advisors LLC
Position in PM — Philip Morris International Inc.
CIK 1844709
SAN LUIS OBISPO, CA
Position in PM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,231,092
-$1,187 QoQ
Shares Held
6,805
-8.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,293
of 2,919 holders
Holding Since
Jun 2024
9 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, 2026San Luis Wealth Advisors LLC holds $4,182,652 across 3 Tobacco names. PM ranks #2 (29.4% of the industry book) .
All Filings in PM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,231,092 | 6,805 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,232,279 | 7,453 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,236,684 | 7,710 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $984,716 | 6,071 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $933,234 | 5,124 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $837,459 | 5,276 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $849,069 | 7,055 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $750,130 | 6,179 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $323,648 | 3,194 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||