Wealthspire Retirement, LLC

Pension

Position in PM — Philip Morris International Inc.

CIK 2040084 ALISO VIEJO, CA

Position in PM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$444,857

+$46,884 QoQ

Shares Held

2,459

+2.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#2,007

of 2,919 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Wealthspire Retirement, LLC holds $887,277 across 2 Tobacco names. PM ranks #1 (50.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PM	Philip Morris International Inc. This page	2,459	$444,857
2	MO	Altria Group, Inc.	6,149	$442,420

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$444,857	2,459	+2.2%	Shares	Sole	2026-08-12
2026-03-31	$397,973	2,407	-1.8%	Shares	Sole	2026-05-13
2025-12-31	$392,980	2,450	+0.7%	Shares	Sole	2026-02-18
2025-09-30	$394,794	2,434	-4.9%	Shares	Sole	2026-02-06
2025-06-30	$466,070	2,559	-1.2%	Shares	Sole	2025-08-12
2025-03-31	$410,951	2,589	+2.5%	Shares	Sole	2025-05-13
2024-12-31	$304,124	2,527	+0.2%	Shares	Sole	2025-02-13
2024-09-30	$306,049	2,521	+0.2%	Shares	Sole	2025-02-13
2024-06-30	$254,946	2,516	+0.2%	Shares	Sole	2025-02-13
2024-03-31	$229,966	2,510	-2.9%	Shares	Sole	2025-02-13
2023-12-31	$243,102	2,584	+0.2%	Shares	Sole	2025-02-13
2023-09-30	$238,763	2,579	+0.2%	Shares	Sole	2025-02-13
2023-06-30	$251,273	2,574	+0.2%	Shares	Sole	2025-02-13
2023-03-31	$249,835	2,569	-3.6%	Shares	Sole	2025-02-13
2022-12-31	$269,623	2,664	+0.2%	Shares	Sole	2025-02-13
2022-09-30	$220,640	2,658	+0.2%	Shares	Sole	2025-02-13
2022-06-30	$261,957	2,653	-6.8%	Shares	Sole	2025-02-13
2022-03-31	$267,541	2,848	—	Shares	Sole	2025-02-13
No filing history on record for this holder in this stock.