Intergy Private Wealth, LLC
Position in PM — Philip Morris International Inc.
CIK 1911342
COLORADO SPRINGS, CO
Position in PM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$468,737
+$109,619 QoQ
Shares Held
2,591
+19.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,967
of 2,919 holders
Holding Since
Sep 2024
8 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, 2026Intergy Private Wealth, LLC holds $863,166 across 2 Tobacco names. PM ranks #1 (54.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
2,591 | $468,737 | |
| 2 | MO |
Altria Group, Inc.
|
5,482 | $394,429 |
All Filings in PM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $468,737 | 2,591 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $359,118 | 2,172 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $308,449 | 1,923 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $317,425 | 1,957 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $405,603 | 2,227 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $275,872 | 1,738 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $235,765 | 1,959 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $228,110 | 1,879 | Shares | Sole | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||