Cyndeo Wealth Partners, LLC

Position in PM — Philip Morris International Inc.

CIK 1950947 ST. PETERSBURG, FL

Position in PM

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,074,062

+$58,544 QoQ

Shares Held

5,937

-3.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,374

of 2,919 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Cyndeo Wealth Partners, LLC holds $15,409,020 across 2 Tobacco names. PM ranks #2 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MO	Altria Group, Inc.	199,235	$14,334,958
2	PM	Philip Morris International Inc. This page	5,937	$1,074,062

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,074,062	5,937	-3.3%	Shares	Sole	2026-07-21
2026-03-31	$1,015,518	6,142	+17.3%	Shares	Sole	2026-04-13
2025-12-31	$840,175	5,238	-22.8%	Shares	Sole	2026-01-07
2025-09-30	$1,100,364	6,784	-4.0%	Shares	Sole	2025-10-10
2025-06-30	$1,287,294	7,068	+5.0%	Shares	Sole	2025-07-24
2025-03-31	$1,068,411	6,731	+1.7%	Shares	Sole	2025-04-17
2024-12-31	$796,235	6,616	-1.9%	Shares	Sole	2025-01-21
2024-09-30	$819,085	6,747	+23.0%	Shares	Sole	2024-10-18
2024-06-30	$555,693	5,484	-13.3%	Shares	Sole	2024-07-30
2024-03-31	$579,771	6,328	-90.8%	Shares	Sole	2024-04-17
2023-12-31	$6,485,122	68,932	+54.8%	Shares	Sole	2024-01-12
2023-09-30	$4,122,309	44,527	+3.6%	Shares	Sole	2023-10-10
2023-06-30	$4,195,121	42,974	+6.6%	Shares	Sole	2023-07-27
2023-03-31	$3,921,314	40,322	-8.7%	Shares	Sole	2023-04-25
2022-12-31	$4,468,522	44,151	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.