ELEVATION WEALTH PARTNERS, LLC
Position in PM — Philip Morris International Inc.
CIK 1976256
WALNUT CREEK, CA
Position in PM
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$101,671
+$67,115 QoQ
Shares Held
562
+168.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,707
of 2,919 holders
Holding Since
Mar 2024
10 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, 2026ELEVATION WEALTH PARTNERS, LLC holds $168,823 across 3 Tobacco names. PM ranks #1 (60.2% of the industry book) .
All Filings in PM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $101,671 | 562 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $34,556 | 209 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $19,568 | 122 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $18,166 | 112 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,092 | 6 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $952 | 6 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $722 | 6 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $728 | 6 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $607 | 6 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $1,191 | 13 | Shares | Sole | 2024-04-19 | |
| No filing history on record for this holder in this stock. | ||||||