SEC 13F Intelligence

Forthright Family Wealth Advisory LLC / 4I1

Forthright Family Wealth Advisory LLC’s Philip Morris Intl Inc Position

Does Forthright Family Wealth Advisory LLC own Philip Morris Intl Inc (4I1)? Yes — 10.1K shares worth $2M (+1.03% of its 13F portfolio) as of Q2 2026, up from 10.0K shares the prior filed quarter.

Position Value
$2M
Q2 2026
Shares
10.1K
% of Portfolio
+1.03%
Quarters Held
10
currently held

Position History 4I1

Reported value by quarter
Q4 ’23: $940,988Q4 ’23Q1 ’24: $916,383Q2 ’24: $1MQ2 ’24Q4 ’24: $1MQ1 ’25: $2MQ1 ’25Q2 ’25: $2MQ3 ’25: $2MQ3 ’25Q4 ’25: $2MQ1 ’26: $916,383Q1 ’26Q2 ’26: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202610.1K$2M+1.03%
Q1 202610.0K$916,383+0.61%
Q4 202510.1K$2M+1.02%
Q3 202510.0K$2M+1.00%
Q2 202510.1K$2M+1.16%
Q1 202510.1K$2M+1.05%
Q4 202410.1K$1M+0.85%
Q2 202410.1K$1M+0.66%
Q1 202410.0K$916,383+0.61%
Q4 202310.0K$940,988+0.74%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Forthright Family Wealth Advisory LLC’s full portfolio or all institutional holders of 4I1.