Heritage Wealth Advisors

SEC CIK: 0001591122
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

PM holding history

Philip Morris International Inc. in every 13F filed by Heritage Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PM overview All 13F holders of PM Full Q2 2026 holdings

Shares (Q2 2026): 61,281
Value: $11.1M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of PM by Heritage Wealth Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	61,281	$11.1M	0.4%	−4,240−6.5%	Reduced	Holders
Q1 2026	65,521	$10.8M	0.4%	−9,522−12.7%	Reduced	Holders
Q4 2025	75,043	$12.0M	0.5%	−1,324−1.7%	Reduced	Holders
Q3 2025	76,367	$12.4M	0.5%	00.0%	Unchanged	Holders
Q2 2025	76,367	$13.9M	0.7%	−2,224−2.8%	Reduced	Holders
Q1 2025	78,591	$12.5M	0.6%	−315−0.4%	Reduced	Holders
Q4 2024	78,906	$9.50M	0.5%	−1,698−2.1%	Reduced	Holders
Q3 2024	80,604	$9.79M	0.5%	−3,305−3.9%	Reduced	Holders
Q2 2024	83,909	$8.50M	0.4%	−230.0%	Reduced	Holders
Q1 2024	83,932	$7.69M	0.4%	−615−0.7%	Reduced	Holders
Q4 2023	84,547	$7.95M	0.4%	−52−0.1%	Reduced	Holders
Q3 2023	84,599	$7.83M	0.4%	−735−0.9%	Reduced	Holders
Q2 2023	85,334	$8.33M	0.4%	+22,699+36.2%	Added	Holders
Q1 2023	62,635	$6.09M	0.3%	−1,345−2.1%	Reduced	Holders
Q4 2022	63,980	$6.48M	0.4%	−239−0.4%	Reduced	Holders
Q3 2022	64,219	$5.33M	0.4%	+879+1.4%	Added	Holders
Q2 2022	63,340	$6.25M	0.4%	−980−1.5%	Reduced	Holders
Q1 2022	64,320	$6.04M	0.3%	−3,008−4.5%	Reduced	Holders
Q4 2021	67,328	$6.40M	0.4%	+300+0.4%	Added	Holders
Q3 2021	67,028	$6.35M	0.4%	+853+1.3%	Added	Holders
Q2 2021	66,175	$6.56M	0.4%	−342−0.5%	Reduced	Holders
Q1 2021	66,517	$5.90M	0.4%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.