Dogwood Wealth Management LLC
Position in PM — Philip Morris International Inc.
CIK 2056922
LENEXA, KS
Position in PM
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$44,684
+$4,176 QoQ
Shares Held
247
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,781
of 2,919 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Dogwood Wealth Management LLC holds $187,557 across 3 Tobacco names. PM ranks #2 (23.8% of the industry book) .
All Filings in PM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,684 | 247 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $40,508 | 245 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $29,032 | 181 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $27,087 | 167 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $15,481 | 85 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $6,190 | 39 | Shares | Sole | 2025-04-30 | |
| 2024-09-30 | $24 | 0 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $20 | 0 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $17 | 0 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $27 | 0 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||