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ERTS Wealth Advisors, LLC

SEC CIK
0001767602
Latest filing
Aug 6, 2026

PM holding history

Philip Morris International Inc. in every 13F filed by ERTS 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 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
17
Since Q1 2021
Holdings of PM by ERTS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−2,174−100.0%Sold outHolders
Q1 20252,174$345.1K0.1%−266−10.9%ReducedHolders
Q4 20242,440$293.7K0.1%−355−12.7%ReducedHolders
Q3 20242,795$339.3K0.1%−407−12.7%ReducedHolders
Q2 20243,202$324.5K0.1%−45−1.4%ReducedHolders
Q1 20243,247$297.5K0.1%−59−1.8%ReducedHolders
Q4 20233,306$311.0K0.1%+318+10.6%AddedHolders
Q3 20232,988$276.6K0.1%−57−1.9%ReducedHolders
Q2 20233,045$297.3K0.1%+111+3.8%AddedHolders
Q1 20232,934$285.3K0.1%−565−16.1%ReducedHolders
Q4 20223,499$354.1K0.1%−92−2.6%ReducedHolders
Q3 20223,591$298.0K0.1%+40+1.1%AddedHolders
Q2 20223,551$351.0K0.1%−31−0.9%ReducedHolders
Q1 20223,582$336.0K0.1%−781−17.9%ReducedHolders
Q4 20214,363$413.0K0.1%+161+3.8%AddedHolders
Q3 20214,202$405.0K0.1%+56+1.4%AddedHolders
Q2 20214,146$411.0K0.1%−56−1.3%ReducedHolders
Q1 20214,202$373.0K0.1%––Holders

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