MOSAIC FAMILY WEALTH PARTNERS, LLC
Position in PM — Philip Morris International Inc.
CIK 1965241
ST. LOUIS, MO
Position in PM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,355,267
+$1,788,813 QoQ
Shares Held
13,019
+280.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#963
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, 2026MOSAIC FAMILY WEALTH PARTNERS, LLC holds $3,967,653 across 3 Tobacco names. PM ranks #1 (59.4% of the industry book) .
All Filings in PM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,355,267 | 13,019 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $566,454 | 3,426 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $207,236 | 1,292 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $225,620 | 1,391 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $352,239 | 1,934 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $305,555 | 1,925 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $207,603 | 1,725 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $217,670 | 1,793 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||