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Instrumental Wealth, LLC

SEC CIK
0001976010
Latest filing
Jul 16, 2026

PM holding history

Philip Morris International Inc. in every 13F filed by Instrumental Wealth, 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)
1,430
Value
$258.7K
% of portfolio
0.1%
Quarters held
1
Since Q2 2026
Holdings of PM by Instrumental Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,430$258.7K0.1%+1,430NewHolders