Nvest Wealth Strategies, Inc.
Position in PM — Philip Morris International Inc.
CIK 2106942
POWELL, OH
Position in PM
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,628
+$140 QoQ
Shares Held
9
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,903
of 2,919 holders
Holding Since
Mar 2026
2 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, 2026Nvest Wealth Strategies, Inc. holds $13,653 across 3 Tobacco names. PM ranks #2 (11.9% of the industry book) .
All Filings in PM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,628 | 9 | Shares | Other | 2026-07-10 | |
| 2026-03-31 | $1,488 | 9 | Shares | Other | 2026-04-13 | |
| No filing history on record for this holder in this stock. | ||||||