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Livermore
Livermore
ZHEN

Bogart Wealth, LLC

SEC CIK
0001715740
Latest filing
Jul 24, 2026

PM holding history

Philip Morris International Inc. in every 13F filed by Bogart Wealth, 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)
85,694
Value
$15.5M
% of portfolio
0.5%
Quarters held
22
Since Q1 2021
Holdings of PM by Bogart Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202685,694$15.5M0.5%+3,346+4.1%AddedHolders
Q1 202682,348$13.6M0.5%+26,118+46.4%AddedHolders
Q4 202556,230$9.02M0.4%+47,042+512.0%AddedHolders
Q3 20259,188$1.49M0.1%+20+0.2%AddedHolders
Q2 20259,168$1.67M0.1%−87−0.9%ReducedHolders
Q1 20259,255$1.47M0.1%−111−1.2%ReducedHolders
Q4 20249,366$1.13M0.1%+146+1.6%AddedHolders
Q3 20249,220$1.12M0.1%−2,198−19.3%ReducedHolders
Q2 202411,418$1.16M0.1%−1,061−8.5%ReducedHolders
Q1 202412,479$1.14M0.1%−646−4.9%ReducedHolders
Q4 202313,125$1.23M0.1%00.0%UnchangedHolders
Q3 202313,125$1.22M0.1%00.0%UnchangedHolders
Q2 202313,125$1.28M0.1%+12,130+1,219.1%AddedHolders
Q1 2023995$96.8K<0.1%−197−16.5%ReducedHolders
Q4 20221,192$120.6K<0.1%00.0%UnchangedHolders
Q3 20221,192$99.0K<0.1%+150+14.4%AddedHolders
Q2 20221,042$103.0K<0.1%−12−1.1%ReducedHolders
Q1 20221,054$99.0K<0.1%+612+138.5%AddedHolders
Q4 2021442$42.0K<0.1%00.0%UnchangedHolders
Q3 2021442$42.0K<0.1%−531−54.6%ReducedHolders
Q2 2021973$96.0K<0.1%00.0%UnchangedHolders
Q1 2021973$86.0K<0.1%––Holders

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