Alteri Wealth LLC

Position in PM — Philip Morris International Inc.

CIK 2054980 WESTLAKE VILLAGE, CA

Position in PM

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$302,662

+$36,134 QoQ

Shares Held

1,673

+3.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#2,295

of 2,919 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Alteri Wealth LLC holds $1,231,023 across 3 Tobacco names. PM ranks #3 (24.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BTI	British American Tobacco p.l.c.	8,601	$531,197
2	MO	Altria Group, Inc.	5,520	$397,164
3	PM	Philip Morris International Inc. This page	1,673	$302,662

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$302,662	1,673	+3.8%	Shares	Sole	2026-07-29
2026-03-31	$266,528	1,612	-0.9%	Shares	Sole	2026-05-06
2025-12-31	$260,970	1,627	+1.8%	Shares	Sole	2026-02-11
2025-09-30	$259,357	1,599	-3.1%	Shares	Sole	2025-11-10
2025-06-30	$300,696	1,651	-12.3%	Shares	Sole	2025-08-11
2025-03-31	$298,729	1,882	+6.9%	Shares	Sole	2025-05-07
2024-12-31	$211,936	1,761	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.