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Motive Wealth Advisors

SEC CIK
0001877093
Latest filing
Jul 20, 2026

PM holding history

Philip Morris International Inc. in every 13F filed by Motive Wealth Advisors, 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)
1,527
Value
$276.3K
% of portfolio
0.1%
Quarters held
5
Since Q2 2025
Holdings of PM by Motive Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,527$276.3K0.1%+140+10.1%AddedHolders
Q1 20261,387$229.3K0.1%−20−1.4%ReducedHolders
Q4 20251,407$225.7K0.1%−3−0.2%ReducedHolders
Q3 20251,410$228.7K0.1%+6+0.4%AddedHolders
Q2 20251,404$255.7K0.1%+1,404NewHolders