DIVERSIFY WEALTH MANAGEMENT, LLC

Position in PM — Philip Morris International Inc.

CIK 2030780 SANDY, UT

Position in PM

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

Position Value

$13,815,553

+$1,152,990 QoQ

Shares Held

76,367

-0.3% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#409

of 2,919 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Consumer Defensive · as of Jun 30, 2026

DIVERSIFY WEALTH MANAGEMENT, LLC holds $23,031,222 across 3 Tobacco names. PM ranks #1 (60.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc. This page	76,367	$13,815,553
2	MO	Altria Group, Inc.	92,376	$6,646,453
3	BTI	British American Tobacco p.l.c.	41,600	$2,569,216

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,815,553	76,367	-0.3%	Shares	Sole	2026-07-30
2026-03-31	$12,662,563	76,585	+138.5%	Shares	Sole	2026-05-01
2025-12-31	$5,149,962	32,107	-2.9%	Shares	Sole	2026-02-03
2025-09-30	$5,360,872	33,051	+0.9%	Shares	Sole	2025-11-12
2025-06-30	$5,964,028	32,746	+1.0%	Shares	Sole	2025-08-14
2025-03-31	$5,147,296	32,428	+3.7%	Shares	Sole	2025-05-01
2024-12-31	$3,761,659	31,256	+45.5%	Shares	Sole	2025-01-16
2024-09-30	$2,607,672	21,480	-4.1%	Shares	Sole	2024-10-25
2024-06-30	$2,269,690	22,399	—	Shares	Sole	2024-08-08
No filing history on record for this holder in this stock.