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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

PM holding history

Philip Morris International Inc. in every 13F filed by EverSource Wealth Advisors, LLC, 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)
11,103
Value
$2.01M
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of PM by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,103$2.01M0.1%−228−2.0%ReducedHolders
Q1 202611,331$1.87M0.1%+1,876+19.8%AddedHolders
Q4 20259,455$1.52M0.1%−328−3.4%ReducedHolders
Q3 20259,783$1.59M0.1%−1,898−16.2%ReducedHolders
Q2 202511,681$2.13M0.1%+2,935+33.6%AddedHolders
Q1 20258,746$1.39M0.1%+1,713+24.4%AddedHolders
Q4 20247,033$846.5K<0.1%−154−2.1%ReducedHolders
Q3 20247,187$872.5K0.1%+341+5.0%AddedHolders
Q2 20246,846$788.4K0.1%+1,333+24.2%AddedHolders
Q1 20245,513$523.4K<0.1%+390+7.6%AddedHolders
Q4 20235,123$482.0K<0.1%+268+5.5%AddedHolders
Q3 20234,855$449.5K<0.1%−220−4.3%ReducedHolders
Q2 20235,075$495.4K0.1%−478−8.6%ReducedHolders
Q1 20235,553$540.1K0.1%−320−5.4%ReducedHolders
Q4 20225,873$594.4K0.1%−438−6.9%ReducedHolders
Q3 20226,311$524.0K0.1%+589+10.3%AddedHolders
Q2 20225,722$565.0K0.1%+1,914+50.3%AddedHolders
Q1 20223,808$358.0K0.1%+3,092+431.8%AddedHolders
Q4 2021716$68.0K<0.1%–No prior filingHolders