Prosperitas Financial LLC
Position in PM — Philip Morris International Inc.
CIK 2001016
Valencia, CA
Position in PM
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$5,562,077
+$957,855 QoQ
Shares Held
30,745
+10.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.57%
of 13F equity value
Holder Rank
#638
of 2,919 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Prosperitas Financial LLC holds $11,091,290 across 2 Tobacco names. PM ranks #1 (50.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
30,745 | $5,562,077 | |
| 2 | MO |
Altria Group, Inc.
|
76,848 | $5,529,213 |
All Filings in PM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,562,077 | 30,745 | Shares | Defined | 2026-08-19 | |
| 2026-03-31 | $4,604,222 | 27,847 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,308,664 | 26,862 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,185,084 | 25,802 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $4,453,078 | 24,450 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,839,202 | 24,187 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,880,336 | 23,933 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,723,487 | 22,434 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,121,951 | 20,941 | Shares | Sole | 2024-10-29 | |
| 2024-03-31 | $1,755,072 | 19,156 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,454,476 | 15,460 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $456,234 | 4,928 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||