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Livermore
Livermore
ZHEN

TRUE Private Wealth Advisors

SEC CIK
0001667074
Latest filing
Jul 23, 2026

PM holding history

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

PM overviewAll 13F holders of PMFull Q2 2026 holdings

Shares (Q2 2026)
6,259
Value
$1.13M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of PM by TRUE Private Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,259$1.13M0.1%+70+1.1%AddedHolders
Q1 20266,189$1.02M0.1%+22+0.4%AddedHolders
Q4 20256,167$989.2K0.1%+80+1.3%AddedHolders
Q3 20256,087$987.3K0.1%−15−0.2%ReducedHolders
Q2 20256,102$1.11M0.1%+1,875+44.4%AddedHolders
Q1 20254,227$671.0K0.1%−68−1.6%ReducedHolders
Q4 20244,295$516.9K0.1%+10.0%AddedHolders
Q3 20244,294$521.3K0.1%−5,000−53.8%ReducedHolders
Q2 20249,294$941.8K0.1%−2,341−20.1%ReducedHolders
Q1 202411,635$1.07M0.1%−773−6.2%ReducedHolders
Q4 202312,408$1.17M0.1%−11−0.1%ReducedHolders
Q3 202312,419$1.15M0.2%+96+0.8%AddedHolders
Q2 202312,323$1.20M0.2%00.0%UnchangedHolders
Q1 202312,323$1.20M0.2%00.0%UnchangedHolders
Q4 202212,323$1.25M0.2%00.0%UnchangedHolders
Q3 202212,323$1.02M0.2%00.0%UnchangedHolders
Q2 202212,323$1.22M0.2%00.0%UnchangedHolders
Q1 202212,323$1.24M0.2%00.0%UnchangedHolders
Q4 202112,323$1.17M0.2%+28+0.2%AddedHolders
Q3 202112,295$1.18M0.2%00.0%UnchangedHolders
Q2 202112,295$1.23M0.2%+84+0.7%AddedHolders
Q1 202112,211$1.10M0.2%––Holders

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