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Secure Asset Management, LLC

SEC CIK
0001800692
Latest filing
Jul 15, 2026

PM holding history

Philip Morris International Inc. in every 13F filed by Secure Asset 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)
14,008
Value
$2.53M
% of portfolio
0.4%
Quarters held
13
Since Q4 2022
Holdings of PM by Secure Asset Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,008$2.53M0.4%+968+7.4%AddedHolders
Q1 202613,040$2.16M0.3%+82+0.6%AddedHolders
Q4 202512,958$2.08M0.3%+60.0%AddedHolders
Q3 202512,952$2.08M0.3%+3,425+36.0%AddedHolders
Q2 20259,527$1.74M0.3%−5,652−37.2%ReducedHolders
Q1 202515,179$2.41M0.5%−1,513−9.1%ReducedHolders
Q4 202416,692$2.01M0.3%+1,279+8.3%AddedHolders
Q3 202415,413$1.87M0.3%−1,160−7.0%ReducedHolders
Q2 202416,573$1.68M0.3%+584+3.7%AddedHolders
Q1 202415,989$1.46M0.3%+812+5.4%AddedHolders
Q4 202315,177$1.43M0.4%+12,918+571.8%AddedHolders
Q3 20232,259$209.2K0.1%+2,259NewHolders
Q1 20230$00.0%−2,200−100.0%Sold outHolders
Q4 20222,200$222.6K0.1%+2,200NewHolders