Concurrent Investment Advisors, LLC

Position in PM — Philip Morris International Inc.

CIK 2001015 Tampa, FL

Position in PM

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$9,513,694

+$1,109,794 QoQ

Shares Held

52,588

+3.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#490

of 2,919 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $22,759,889 across 4 Tobacco names. PM ranks #2 (41.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc.	151,975	$10,934,600
2	PM	Philip Morris International Inc. This page	52,588	$9,513,694
3	BTI	British American Tobacco p.l.c.	28,311	$1,748,487
4	RYM	RYTHM, Inc.	22,100	$563,108

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,513,694	52,588	+3.5%	Shares	Sole	2026-07-27
2026-03-31	$8,403,900	50,828	-16.8%	Shares	Sole	2026-04-21
2025-12-31	$9,803,006	61,116	+28.6%	Shares	Sole	2026-01-29
2025-09-30	$7,707,581	47,519	-5.0%	Shares	Sole	2025-10-27
2025-06-30	$9,108,685	50,012	+1.1%	Shares	Sole	2025-07-25
2025-03-31	$7,854,912	49,486	+62.5%	Shares	Sole	2025-04-29
2024-12-31	$3,665,138	30,454	+3.5%	Shares	Sole	2025-02-03
2024-09-30	$3,571,709	29,421	-1.6%	Shares	Sole	2024-10-30
2024-06-30	$3,029,361	29,896	+35.8%	Shares	Sole	2024-07-30
2024-03-31	$2,016,372	22,008	-3.8%	Shares	Sole	2024-05-07
2023-12-31	$2,151,609	22,870	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.