Bogart Wealth, LLC

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

CIK 1715740 MCLEAN, VA

Position in BTI

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$445,289

+$190,185 QoQ

Shares Held

7,210

+65.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#501

of 903 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Bogart Wealth, LLC holds $18,443,813 across 4 Tobacco names. BTI ranks #3 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	85,694	$15,502,901
2	MO	Altria Group, Inc.	34,468	$2,479,972
3	BTI	British American Tobacco p.l.c. This page	7,210	$445,289
4	UVV	Universal Corp /Va/	300	$15,651

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$445,289	7,210	+65.3%	Shares	Sole	2026-07-24
2026-03-31	$255,104	4,363	-4.0%	Shares	Sole	2026-04-28
2025-12-31	$257,451	4,547	+0.2%	Shares	Sole	2026-01-30
2025-09-30	$240,983	4,540	-1.9%	Shares	Sole	2025-10-27
2025-06-30	$219,090	4,629	+27.6%	Shares	Sole	2025-07-30
2025-03-31	$150,131	3,629	+17.2%	Shares	Sole	2025-05-02
2024-12-31	$112,483	3,097	0.0%	Shares	Sole	2025-01-30
2024-09-30	$113,288	3,097	-40.4%	Shares	Sole	2024-10-23
2024-06-30	$160,743	5,197	+73.6%	Shares	Sole	2024-07-31
2024-03-31	$91,317	2,994	-12.8%	Shares	Sole	2024-04-25
2023-12-31	$100,581	3,434	-2.8%	Shares	Sole	2024-02-07
2023-09-30	$111,002	3,534	-1.8%	Shares	Sole	2023-10-30
2023-06-30	$119,486	3,599	+2.9%	Shares	Sole	2023-07-31
2023-03-31	$122,884	3,499	+1.1%	Shares	Sole	2023-04-21
2022-12-31	$138,330	3,460	+0.8%	Shares	Sole	2023-02-06
2022-09-30	$121,907	3,434	0.0%	Shares	Sole	2022-11-03
2022-06-30	$147,352	3,434	+21.2%	Shares	Sole	2022-07-22
2022-03-31	$119,481	2,834	+544.1%	Shares	Sole	2022-04-22
2021-12-31	$16,460	440	0.0%	Shares	Sole	2022-01-19
2021-09-30	$15,523	440	0.0%	Shares	Sole	2021-10-15
2021-06-30	$17,296	440	0.0%	Shares	Sole	2021-08-06
2021-03-31	$17,045	440	0.0%	Shares	Sole	2021-04-16
2020-12-31	$16,495	440	0.0%	Shares	Sole	2021-01-14
2020-09-30	$15,906	440	0.0%	Shares	Sole	2020-10-06
2020-06-30	$17,080	440	0.0%	Shares	Sole	2020-07-08
2020-03-31	$15,043	440	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.