Unique Wealth Strategies, LLC
Position in PM — Philip Morris International Inc.
CIK 2009809
BURR RIDGE, IL
Position in PM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,826,467
+$154,053 QoQ
Shares Held
10,096
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.12%
of 13F equity value
Holder Rank
#1,060
of 2,919 holders
Holding Since
Dec 2023
11 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, 2026Unique Wealth Strategies, LLC holds $2,567,336 across 2 Tobacco names. PM ranks #1 (71.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
10,096 | $1,826,467 | |
| 2 | MO |
Altria Group, Inc.
|
10,297 | $740,869 |
All Filings in PM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,826,467 | 10,096 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,672,414 | 10,115 | Shares | Sole | 2026-07-15 | |
| 2025-12-31 | $1,519,790 | 9,475 | Shares | Sole | 2026-07-14 | |
| 2025-09-30 | $1,781,767 | 10,985 | Shares | Sole | 2026-07-14 | |
| 2025-06-30 | $2,603,730 | 14,296 | Shares | Sole | 2026-07-14 | |
| 2025-03-31 | $2,615,076 | 16,475 | Shares | Sole | 2026-07-14 | |
| 2024-12-31 | $1,574,779 | 13,085 | Shares | Sole | 2026-07-14 | |
| 2024-09-30 | $1,635,622 | 13,473 | Shares | Sole | 2026-07-14 | |
| 2024-06-30 | $1,292,464 | 12,755 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,168,613 | 12,755 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $888,679 | 9,446 | Shares | Sole | 2024-02-05 | |
| No filing history on record for this holder in this stock. | ||||||