INDEPENDENT FINANCIAL GROUP, LLC

Position in PM — Philip Morris International Inc.

CIK 275484 SAN DIEGO, CA

Position in PM

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,617,586

+$100,781 QoQ

Shares Held

14,469

-4.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#918

of 2,919 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $7,071,276 across 4 Tobacco names. PM ranks #2 (37.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc.	47,637	$3,427,482
2	PM	Philip Morris International Inc. This page	14,469	$2,617,586
3	BTI	British American Tobacco p.l.c.	13,309	$821,963
4	UVV	Universal Corp /Va/	3,915	$204,245

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,617,586	14,469	-4.9%	Shares	Sole	2026-07-15
2026-03-31	$2,516,805	15,222	-0.3%	Shares	Sole	2026-05-15
2025-12-31	$2,449,468	15,271	-2.8%	Shares	Sole	2026-05-15
2025-09-30	$2,549,297	15,717	-21.8%	Shares	Sole	2026-05-15
2025-06-30	$3,658,991	20,090	+1.5%	Shares	Sole	2026-05-15
2025-03-31	$3,141,425	19,791	+7.6%	Shares	Sole	2026-05-19
2024-12-31	$2,213,958	18,396	-22.0%	Shares	Sole	2026-06-12
2024-09-30	$2,864,797	23,598	+98.8%	Shares	Sole	2026-06-12
2024-06-30	$1,202,584	11,868	+2.5%	Shares	Sole	2026-06-12
2024-03-31	$1,060,867	11,579	-7.7%	Shares	Sole	2026-06-12
2023-12-31	$1,180,609	12,549	+5.2%	Shares	Sole	2026-06-12
2023-09-30	$1,104,016	11,925	+7.7%	Shares	Sole	2026-06-12
2023-06-30	$1,081,043	11,074	+1.2%	Shares	Sole	2026-06-12
2023-03-31	$1,064,109	10,942	+5.2%	Shares	Sole	2026-06-12
2022-12-31	$1,052,786	10,402	+7.5%	Shares	Sole	2026-06-15
2022-09-30	$803,204	9,676	-4.1%	Shares	Sole	2026-06-15
2022-06-30	$995,891	10,086	+23.8%	Shares	Sole	2026-06-12
2022-03-31	$765,047	8,144	+1.5%	Shares	Sole	2026-06-12
2021-12-31	$762,090	8,022	-5.6%	Shares	Sole	2026-06-15
2021-09-30	$805,525	8,498	+4.1%	Shares	Sole	2026-06-15
2021-06-30	$808,935	8,162	+0.2%	Shares	Sole	2026-06-15
2021-03-31	$722,609	8,143	+5.9%	Shares	Sole	2026-06-15
2020-12-31	$636,406	7,687	+7.1%	Shares	Sole	2026-06-15
2020-09-30	$538,128	7,176	-4.3%	Shares	Sole	2026-06-15
2020-06-30	$525,099	7,495	-0.9%	Shares	Sole	2026-06-15
2020-03-31	$551,723	7,562	—	Shares	Sole	2026-06-15
No filing history on record for this holder in this stock.