SEC 13F Intelligence

Surience Private Wealth LLC / PM

Surience Private Wealth LLC’s Philip Morris Intl Inc Position

Does Surience Private Wealth LLC own Philip Morris Intl Inc (PM)? Not currently — the last reported position was 12.2K shares worth $2M in Q2 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q2 2025
Shares
12.2K
% of Portfolio
+2.08%
Quarters Held
2
position exited

Position History PM

Reported value by quarter
Q3 ’24: $3MQ3 ’24Q2 ’25: $2MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202512.2K$2M+2.08%
Q3 202428.1K$3M+3.48%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Surience Private Wealth LLC’s full portfolio or all institutional holders of PM.