Diversify Advisory Services, LLC
Position in PM — Philip Morris International Inc.
CIK 2021232
SANDY, UT
Position in PM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$13,815,553
+$12,247,634 QoQ
Shares Held
76,367
+705.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#410
of 2,919 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Diversify Advisory Services, LLC holds $23,031,222 across 3 Tobacco names. PM ranks #1 (60.0% of the industry book) .
All Filings in PM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,815,553 | 76,367 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,567,919 | 9,483 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $6,665,742 | 41,557 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $6,664,635 | 41,089 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $6,782,339 | 37,239 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,587,773 | 28,903 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,878,639 | 32,228 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $5,316,591 | 43,794 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $4,969,831 | 49,046 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $5,644,891 | 61,612 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||