West Family Investments, Inc.
Position in BTI — British American Tobacco p.l.c.
CIK 1568303
CARLSBAD, CA
Position in BTI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$448,068
+$78,655 QoQ
Shares Held
7,255
+14.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#496
of 904 holders
Holding Since
Jun 2021
15 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, 2026West Family Investments, Inc. holds $1,877,479 across 3 Tobacco names. BTI ranks #2 (23.9% of the industry book) .
All Filings in BTI
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $448,068 | 7,255 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $369,413 | 6,318 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $552,384 | 9,756 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $517,848 | 9,756 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $458,154 | 9,680 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $261,375 | 6,318 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $309,373 | 8,518 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $233,892 | 6,394 | Shares | Sole | 2024-11-08 | |
| 2023-09-30 | $232,434 | 7,400 | Shares | Sole | 2023-11-02 | |
| 2022-12-31 | $277,221 | 6,934 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $242,429 | 6,829 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $296,851 | 6,918 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $291,662 | 6,918 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $255,472 | 6,829 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $383,469 | 9,755 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||