Position in BTI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$272,176
+$22,510 QoQ
Shares Held
4,407
+3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#615
of 903 holders
Holding Since
Jun 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BTI Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026SHELTON CAPITAL MANAGEMENT holds $2,440,505 across 3 Tobacco names. BTI ranks #3 (11.2% of the industry book) .
All Filings in BTI
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $272,176 | 4,407 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $249,666 | 4,270 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $241,767 | 4,270 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $226,651 | 4,270 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $202,099 | 4,270 | Shares | Sole | 2025-08-13 | |
| 2022-12-31 | $200,899 | 5,025 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $223,614 | 6,299 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $270,290 | 6,299 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $265,565 | 6,299 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $215,481 | 5,760 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $203,212 | 5,760 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $226,425 | 5,760 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $223,142 | 5,760 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $215,942 | 5,760 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $208,224 | 5,760 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $223,603 | 5,760 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||