Skip to main content

Archetype Wealth Partners

SEC CIK
0001769089
Latest filing
Aug 14, 2026

PM holding history

Philip Morris International Inc. in every 13F filed by Archetype Wealth Partners, 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)
1,346
Value
$244.0K
% of portfolio
<0.1%
Quarters held
12
Since Q1 2023
Holdings of PM by Archetype Wealth Partners, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,346$244.0K<0.1%00.0%UnchangedHolders
Q1 20261,346$223.0K<0.1%00.0%UnchangedHolders
Q4 20251,346$216.0K<0.1%−1,354−50.1%ReducedHolders
Q3 20252,700$438.0K0.1%+224+9.0%AddedHolders
Q2 20252,476$451.0K0.1%−48−1.9%ReducedHolders
Q1 20252,524$401.0K0.1%00.0%UnchangedHolders
Q4 20242,524$304.0K<0.1%00.0%UnchangedHolders
Q3 20242,524$306.0K<0.1%−98−3.7%ReducedHolders
Q2 20242,622$266.0K<0.1%−960−26.8%ReducedHolders
Q1 20243,582$328.0K0.1%+3,582NewHolders
Q3 20230$00.0%−2,118−100.0%Sold outHolders
Q2 20232,118$207.0K<0.1%00.0%UnchangedHolders
Q1 20232,118$206.0K<0.1%+2,118NewHolders