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SilverOak Wealth Management LLC

SEC CIK
0001764766
Latest filing
Jul 29, 2026

PM holding history

Philip Morris International Inc. in every 13F filed by SilverOak Wealth Management 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)
2,118
Value
$383.2K
% of portfolio
<0.1%
Quarters held
9
Since Q2 2024
Holdings of PM by SilverOak Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,118$383.2K<0.1%00.0%UnchangedHolders
Q1 20262,118$350.2K0.1%−3−0.1%ReducedHolders
Q4 20252,121$340.2K0.1%00.0%UnchangedHolders
Q3 20252,121$344.0K0.1%00.0%UnchangedHolders
Q2 20252,121$386.3K0.1%+3+0.1%AddedHolders
Q1 20252,118$336.2K0.1%00.0%UnchangedHolders
Q4 20242,118$254.9K0.1%+12+0.6%AddedHolders
Q3 20242,106$255.7K0.1%00.0%UnchangedHolders
Q2 20242,106$213.4K0.1%+2,106NewHolders