Wealth Alliance

SEC CIK: 0001793904
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

PM holding history

Philip Morris International Inc. in every 13F filed by Wealth Alliance, 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 Q2 2026 holdings

Shares (Q2 2026): 17,717
Value: $3.21M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of PM by Wealth Alliance, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	17,717	$3.21M	0.3%	−1,137−6.0%	Reduced	Holders
Q1 2026	18,854	$3.12M	0.3%	−39−0.2%	Reduced	Holders
Q4 2025	18,893	$3.03M	0.3%	+2,016+11.9%	Added	Holders
Q3 2025	16,877	$2.74M	0.3%	+1,069+6.8%	Added	Holders
Q2 2025	15,808	$2.88M	0.3%	−4,590−22.5%	Reduced	Holders
Q1 2025	20,398	$3.24M	0.4%	+460+2.3%	Added	Holders
Q4 2024	19,938	$2.40M	0.3%	−2,638−11.7%	Reduced	Holders
Q3 2024	22,576	$2.74M	0.3%	−5,490−19.6%	Reduced	Holders
Q2 2024	28,066	$2.84M	0.4%	+221+0.8%	Added	Holders
Q1 2024	27,845	$2.55M	0.3%	+28+0.1%	Added	Holders
Q4 2023	27,817	$2.62M	0.4%	+123+0.4%	Added	Holders
Q3 2023	27,694	$2.56M	0.4%	+835+3.1%	Added	Holders
Q2 2023	26,859	$2.62M	0.4%	+1,553+6.1%	Added	Holders
Q1 2023	25,306	$2.46M	0.4%	+1,709+7.2%	Added	Holders
Q4 2022	23,597	$2.39M	0.4%	−962−3.9%	Reduced	Holders
Q3 2022	24,559	$2.04M	0.4%	+2,114+9.4%	Added	Holders
Q2 2022	22,445	$2.22M	0.4%	+498+2.3%	Added	Holders
Q1 2022	21,947	$2.06M	0.4%	−1,434−6.1%	Reduced	Holders
Q4 2021	23,381	$2.22M	0.4%	−154−0.7%	Reduced	Holders
Q3 2021	23,535	$2.23M	0.5%	−684−2.8%	Reduced	Holders
Q2 2021	24,219	$2.40M	0.6%	+494+2.1%	Added	Holders
Q1 2021	23,725	$2.10M	0.6%	–	–	Holders

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