AssuredPartners Investment Advisors, LLC
Position in PM — Philip Morris International Inc.
CIK 2055492
Tampa, FL
Position in PM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,969,928
+$115,144 QoQ
Shares Held
10,889
-2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#1,030
of 2,919 holders
Holding Since
Dec 2024
7 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, 2026AssuredPartners Investment Advisors, LLC holds $2,648,953 across 3 Tobacco names. PM ranks #1 (74.4% of the industry book) .
All Filings in PM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,969,928 | 10,889 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,854,784 | 11,218 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,932,499 | 12,048 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,974,298 | 12,172 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $2,317,604 | 12,725 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,537,457 | 15,986 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,824,626 | 15,161 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||