ACTION POINT FINANCIAL PLANNING, LLC

Position in PM — Philip Morris International Inc.

CIK 2116119 GRAND RAPIDS, MI

Position in PM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$366,690

New position

Shares Held

2,027

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#2,145

of 2,919 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

ACTION POINT FINANCIAL PLANNING, LLC holds $626,678 across 4 Tobacco names. PM ranks #1 (58.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc. This page	2,027	$366,690
2	MO	Altria Group, Inc.	3,478	$250,228
3	BTI	British American Tobacco p.l.c.	115	$7,100
4	UVV	Universal Corp /Va/	51	$2,660

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$366,690	2,027	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.