Creative Planning

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

CIK 1540235 OVERLAND PARK, KS

Back to BTI Full portfolio

Position in BTI

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$16,140,759

+$1,594,176 QoQ

Shares Held

276,052

+7.4% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.8465826966756143.ToString("F0")% Shared 0.ToString("F0")% None 99.15341730332439.ToString("F0")%

Common Shares in BTI Over Time

Shares Held

Position Value (USD)

Derivatives in BTI

reported options exposure · as of Sep 30, 2025

CallValue

CallShares

PutValue

$26,540

PutShares

500

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Tobacco

Consumer Defensive · as of Mar 31, 2026

Creative Planning holds $168,534,134 across 5 Tobacco names. BTI ranks #3 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	570,697	$94,359,041
2	MO	Altria Group, Inc.	831,631	$54,879,329
3	BTI	British American Tobacco p.l.c. This page	276,052	$16,140,759
4	UVV	Universal Corp /Va/	57,095	$3,008,906
5	RLX	RLX Technology Inc.	66,409	$146,099

All Filings in BTI

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$16,140,759	276,052	+7.4%	Shares	Defined	2026-05-12
2025-12-31	$14,546,583	256,916	+10.7%	Shares	Sole	2026-02-17
2025-09-30	$12,322,468	232,149	+46329.8%	Shares	Sole	2025-11-14
2025-09-30	$26,540	500	-99.8%	Put	Sole	2025-11-14
2025-06-30	$9,790,967	206,866	+15.0%	Shares	Sole	2025-08-08
2025-03-31	$7,439,194	179,821	+6.5%	Shares	Sole	2025-05-15
2024-12-31	$6,131,795	168,827	+17.3%	Shares	Defined	2025-02-14
2024-09-30	$5,264,447	143,916	+32.9%	Shares	Defined	2024-10-11
2024-06-30	$3,348,321	108,255	-4.5%	Shares	Defined	2024-08-15
2024-03-31	$3,457,266	113,353	+73.4%	Shares	Sole	2024-05-13
2023-12-31	$1,914,247	65,355	-33.9%	Shares	Defined	2024-02-14
2023-09-30	$3,105,411	98,867	+57.5%	Shares	Defined	2023-11-16
2023-06-30	$2,083,764	62,764	+41.9%	Shares	Defined	2023-07-21
2023-03-31	$1,553,146	44,224	-1.8%	Shares	Sole	2023-05-15
2022-12-31	$1,800,739	45,041	-10.1%	Shares	Sole	2023-02-10
2022-09-30	$1,778,834	50,108	+15.0%	Shares	Sole	2022-11-03
2022-06-30	$1,870,189	43,584	+11.2%	Shares	Sole	2022-08-15
2022-03-31	$1,652,924	39,206	+17.5%	Shares	Sole	2022-05-16
2021-12-31	$1,248,147	33,364	-2.3%	Shares	Sole	2022-02-11
2021-09-30	$1,205,376	34,166	+132.1%	Shares	Sole	2021-11-10
2021-06-30	$578,721	14,722	-67.1%	Shares	Sole	2021-08-04
2021-03-31	$1,732,685	44,726	+18.6%	Shares	Sole	2021-04-30
2020-12-31	$1,413,447	37,702	+11.6%	Shares	Sole	2021-01-29
2020-09-30	$1,221,291	33,784	+4.9%	Shares	Sole	2020-11-05
2020-06-30	$1,250,120	32,203	+10.3%	Shares	Sole	2020-07-23
2020-03-31	$998,177	29,195	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.