Optivise Advisory Services LLC
Position in PM — Philip Morris International Inc.
CIK 2042876
FRANKLIN, TN
Position in PM
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$576,379
+$128,308 QoQ
Shares Held
3,186
+17.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#1,811
of 2,919 holders
Holding Since
Jun 2025
5 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, 2026Optivise Advisory Services LLC holds $892,383 across 2 Tobacco names. PM ranks #1 (64.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
3,186 | $576,379 | |
| 2 | MO |
Altria Group, Inc.
|
4,392 | $316,004 |
All Filings in PM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $576,379 | 3,186 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $448,071 | 2,710 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $506,062 | 3,155 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $392,848 | 2,422 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $346,229 | 1,901 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||