Triad Wealth Partners, LLC
Position in PM — Philip Morris International Inc.
CIK 2012717
LAWRENCE, KS
Position in PM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,542,619
+$832,484 QoQ
Shares Held
8,527
+98.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,155
of 2,919 holders
Holding Since
Jun 2024
7 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, 2026Triad Wealth Partners, LLC holds $2,904,632 across 2 Tobacco names. PM ranks #1 (53.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
8,527 | $1,542,619 | |
| 2 | MO |
Altria Group, Inc.
|
18,930 | $1,362,013 |
All Filings in PM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,542,619 | 8,527 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $710,135 | 4,295 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $629,890 | 3,927 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $474,597 | 2,926 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $498,125 | 2,735 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $348,412 | 2,195 | Shares | Sole | 2025-05-14 | |
| 2024-06-30 | $106,396 | 1,050 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||