Naviter Wealth, LLC

Position in PM — Philip Morris International Inc.

CIK 1855567 LITTLE ROCK, AR

Position in PM

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,389,026

+$465,272 QoQ

Shares Held

7,678

+37.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,217

of 2,919 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Consumer Defensive · as of Jun 30, 2026

Naviter Wealth, LLC holds $4,840,151 across 3 Tobacco names. PM ranks #2 (28.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BTI	British American Tobacco p.l.c.	51,914	$3,206,208
2	PM	Philip Morris International Inc. This page	7,678	$1,389,026
3	MO	Altria Group, Inc.	3,404	$244,917

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,389,026	7,678	+37.4%	Shares	Sole	2026-08-07
2026-03-31	$923,754	5,587	+20.0%	Shares	Sole	2026-04-10
2025-12-31	$746,662	4,655	-18.5%	Shares	Sole	2026-01-21
2025-09-30	$926,648	5,713	-10.9%	Shares	Sole	2025-11-06
2025-06-30	$1,167,817	6,412	+206.8%	Shares	Sole	2025-07-28
2025-03-31	$331,745	2,090	—	Shares	Sole	2025-04-25
No filing history on record for this holder in this stock.