Skip to main content

WealthPoint Financial, LLC

SEC CIK
0002040860
Latest filing
Aug 6, 2026

PM holding history

Philip Morris International Inc. in every 13F filed by WealthPoint Financial, 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)
2,579
Value
$466.5K
% of portfolio
0.3%
Quarters held
3
Since Q4 2025
Holdings of PM by WealthPoint Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,579$466.5K0.3%+92+3.7%AddedHolders
Q1 20262,487$411.3K0.3%+557+28.9%AddedHolders
Q4 20251,930$309.6K0.3%–No prior filingHolders