Institute for Wealth Management, LLC.

Position in BTI — British American Tobacco p.l.c.

CIK 1533954 DENVER, CO

Position in BTI

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,976

New position

Shares Held

32

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#873

of 904 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $992,548 across 3 Tobacco names. BTI ranks #3 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc.	7,298	$525,091
2	PM	Philip Morris International Inc.	2,573	$465,481
3	BTI	British American Tobacco p.l.c. This page	32	$1,976

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,976	32	—	Shares	Sole	2026-07-28
No filing history on record for this holder in this stock.