PERSONAL CFO SOLUTIONS, LLC
Position in BTI — British American Tobacco p.l.c.
CIK 1677501
CHESTER, NJ
Position in BTI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,152,626
+$79,994 QoQ
Shares Held
18,663
+1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#342
of 903 holders
Holding Since
Jun 2022
11 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in BTI Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $6,779,606 across 4 Tobacco names. BTI ranks #3 (17.0% of the industry book) .
All Filings in BTI
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,152,626 | 18,663 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,072,632 | 18,345 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $450,412 | 7,955 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $419,809 | 7,909 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $226,568 | 4,787 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $322,313 | 7,791 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $259,106 | 7,134 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $246,915 | 6,750 | Shares | Defined | 2024-11-14 | |
| 2022-12-31 | $339,590 | 8,494 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $318,044 | 8,959 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $379,109 | 8,835 | Shares | Defined | 2022-08-05 | |
| No filing history on record for this holder in this stock. | ||||||