Compound Planning, Inc.

Position in PM — Philip Morris International Inc.

CIK 1978879 NEW YORK, NY

Position in PM

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$3,854,468

+$942,005 QoQ

Shares Held

21,306

+21.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#776

of 2,919 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Compound Planning, Inc. holds $8,686,519 across 3 Tobacco names. PM ranks #1 (44.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc. This page	21,306	$3,854,468
2	MO	Altria Group, Inc.	35,245	$2,535,877
3	BTI	British American Tobacco p.l.c.	37,179	$2,296,174

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,854,468	21,306	+21.0%	Shares	Sole	2026-08-04
2026-03-31	$2,912,463	17,615	-2.5%	Shares	Sole	2026-05-14
2025-12-31	$2,897,786	18,066	+18.6%	Shares	Sole	2026-02-19
2025-09-30	$2,471,279	15,236	-2.5%	Shares	Sole	2025-11-10
2025-06-30	$2,846,509	15,629	+23.8%	Shares	Sole	2025-08-14
2025-03-31	$2,004,124	12,626	+28.4%	Shares	Sole	2025-05-14
2024-12-31	$1,183,040	9,830	+9.2%	Shares	Sole	2025-01-17
2024-09-30	$1,092,478	8,999	-36.2%	Shares	Sole	2024-10-08
2024-06-30	$1,429,056	14,103	+20.2%	Shares	Sole	2024-07-26
2024-03-31	$1,074,794	11,731	-7.8%	Shares	Sole	2024-05-07
2023-12-31	$1,197,544	12,729	+36.1%	Shares	Sole	2024-02-08
2023-09-30	$865,715	9,351	-4.2%	Shares	Sole	2023-11-09
2023-06-30	$952,380	9,756	+5.4%	Shares	Sole	2023-08-03
2023-03-31	$900,437	9,259	—	Shares	Sole	2023-06-07
No filing history on record for this holder in this stock.