Bruce G. Allen Investments, LLC

Position in PM — Philip Morris International Inc.

CIK 2005409 DENVER, CO

Position in PM

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$262,500

+$6,223 QoQ

Shares Held

1,451

-6.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#2,419

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

Bruce G. Allen Investments, LLC holds $472,864 across 3 Tobacco names. PM ranks #1 (55.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc. This page	1,451	$262,500
2	BTI	British American Tobacco p.l.c.	2,134	$131,795
3	MO	Altria Group, Inc.	1,092	$78,569

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$262,500	1,451	-6.4%	Shares	Sole	2026-07-31
2026-03-31	$256,277	1,550	-6.9%	Shares	Sole	2026-05-08
2025-12-31	$267,066	1,665	-4.4%	Shares	Sole	2026-02-10
2025-09-30	$282,390	1,741	-0.5%	Shares	Sole	2025-10-30
2025-06-30	$318,545	1,749	-0.4%	Shares	Sole	2025-07-09
2025-03-31	$278,729	1,756	-5.0%	Shares	Sole	2025-04-14
2024-12-31	$222,406	1,848	-3.1%	Shares	Sole	2025-01-10
2024-09-30	$231,509	1,907	-1.4%	Shares	Sole	2024-10-08
2024-06-30	$195,972	1,934	+26.3%	Shares	Sole	2024-07-12
2024-03-31	$140,270	1,531	-15.6%	Shares	Sole	2024-04-10
2023-12-31	$170,661	1,814	—	Shares	Sole	2024-01-11
No filing history on record for this holder in this stock.