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Livermore
Livermore
ZHEN

Waller Financial Planning Group, Inc

SEC CIK
0001736079
Latest filing
Oct 7, 2026

PM holding history

Philip Morris International Inc. in every 13F filed by Waller Financial Planning Group, Inc, 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 Q3 2026 holdings

Shares (Q3 2026)
2,296
Value
$438.1K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of PM by Waller Financial Planning Group, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20262,296$438.1K0.1%00.0%UnchangedHolders
Q2 20262,296$415.4K0.1%−54−2.3%ReducedHolders
Q1 20262,350$388.5K0.1%00.0%UnchangedHolders
Q4 20252,350$376.9K0.1%00.0%UnchangedHolders
Q3 20252,350$381.2K0.1%00.0%UnchangedHolders
Q2 20252,350$428.0K0.1%−100−4.1%ReducedHolders
Q1 20252,450$388.9K0.1%+100+4.3%AddedHolders
Q4 20242,350$282.8K0.1%00.0%UnchangedHolders
Q3 20242,350$285.3K0.1%+2,350NewHolders
Q2 20240$00.0%−3,084−100.0%Sold outHolders
Q1 20243,084$282.6K0.1%−226−6.8%ReducedHolders
Q4 20233,310$311.4K0.1%00.0%UnchangedHolders
Q3 20233,310$306.4K0.1%00.0%UnchangedHolders
Q2 20233,310$323.1K0.1%00.0%UnchangedHolders
Q1 20233,310$321.9K0.1%−304−8.4%ReducedHolders
Q4 20223,614$365.8K0.1%00.0%UnchangedHolders
Q3 20223,614$300.0K0.1%+100+2.8%AddedHolders
Q2 20223,514$347.0K0.1%00.0%UnchangedHolders
Q1 20223,514$330.0K0.1%00.0%UnchangedHolders
Q4 20213,514$334.0K0.1%00.0%UnchangedHolders
Q3 20213,514$333.0K0.1%00.0%UnchangedHolders
Q2 20213,514$348.0K0.1%00.0%UnchangedHolders
Q1 20213,514$312.0K0.1%––Holders

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