Total Wealth Planning, LLC

SEC CIK: 0001762997
Latest filing: Feb 13, 2026

SEC filings (opens in a new tab)

PM holding history

Philip Morris International Inc. in every 13F filed by Total Wealth Planning, LLC, 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 Q4 2025 holdings

Shares (Q4 2025): 0; Sold out in Q4 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2025

Holdings of PM by Total Wealth Planning, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2025	0	$0	0.0%	−1,700−100.0%	Sold out	Holders
Q3 2025	1,700	$275.7K	<0.1%	00.0%	Unchanged	Holders
Q2 2025	1,700	$309.6K	<0.1%	+1,700	New	Holders