TD PRIVATE CLIENT WEALTH LLC

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

CIK 1551017 NEW YORK, NY

Back to BTI Full portfolio

Position in BTI

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$8,219,947

+$414,612 QoQ

Shares Held

133,095

-0.3% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#135

of 904 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in BTI Over Time

Shares Held

Position Value (USD)

Position in Tobacco

Consumer Defensive · as of Jun 30, 2026

TD PRIVATE CLIENT WEALTH LLC holds $23,594,469 across 4 Tobacco names. BTI ranks #2 (34.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	68,760	$12,439,371
2	BTI	British American Tobacco p.l.c. This page	133,095	$8,219,947
3	MO	Altria Group, Inc.	40,746	$2,931,674
4	TPB	Turning Point Brands, Inc.	41	$3,477

All Filings in BTI

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,219,947	133,095	-0.3%	Shares	Defined	2026-08-04
2026-03-31	$7,805,335	133,493	+17.6%	Shares	Defined	2026-04-27
2025-12-31	$6,429,767	113,560	-4.9%	Shares	Defined	2026-02-05
2025-09-30	$6,339,450	119,432	+12.9%	Shares	Defined	2025-10-27
2025-06-30	$5,008,413	105,819	+163.3%	Shares	Defined	2025-07-15
2025-03-31	$1,662,577	40,188	-8.5%	Shares	Defined	2025-04-29
2024-12-31	$1,595,065	43,917	-53.5%	Shares	Defined	2025-02-11
2024-09-30	$3,455,602	94,467	+1.5%	Shares	Defined	2024-11-18
2024-06-30	$2,878,995	93,081	+4.5%	Shares	Defined	2024-08-14
2024-03-31	$2,716,391	89,062	-9.9%	Shares	Defined	2024-08-16
2023-12-31	$2,895,345	98,851	-19.3%	Shares	Defined	2024-08-16
2023-09-30	$3,848,918	122,538	-0.8%	Shares	Defined	2024-08-16
2023-06-30	$4,101,428	123,537	-40.2%	Shares	Defined	2024-08-16
2023-03-31	$7,256,213	206,612	+9.7%	Shares	Defined	2024-08-16
2022-12-31	$7,533,351	188,428	+3.3%	Shares	Defined	2024-08-16
2022-09-30	$6,473,815	182,361	-0.4%	Shares	Defined	2024-08-16
2022-06-30	$7,857,979	183,127	-2.0%	Shares	Defined	2024-08-16
2022-03-31	$7,881,137	186,934	+4.4%	Shares	Defined	2024-08-16
2021-12-31	$6,698,110	179,046	+0.2%	Shares	Defined	2024-08-16
2021-09-30	$6,304,253	178,692	+9.3%	Shares	Defined	2024-08-16
2021-06-30	$6,424,590	163,434	+26.4%	Shares	Defined	2024-08-16
2021-03-31	$5,008,074	129,274	-2.6%	Shares	Defined	2024-08-16
2020-12-31	$4,974,848	132,698	-16.7%	Shares	Defined	2024-08-16
2020-09-30	$5,761,550	159,379	+10.5%	Shares	Defined	2024-08-16
2020-06-30	$5,601,182	144,286	+7.9%	Shares	Defined	2024-08-16
2020-03-31	$4,570,245	133,672	—	Shares	Defined	2024-08-16
No filing history on record for this holder in this stock.