Pinnacle Wealth Planning Services, Inc.
Position in BTI — British American Tobacco p.l.c.
CIK 1726752
MANSFIELD, OH
Position in BTI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$711,722
-$49,674 QoQ
Shares Held
11,524
-11.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#402
of 903 holders
Holding Since
Mar 2020
24 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, 2026Pinnacle Wealth Planning Services, Inc. holds $3,091,303 across 4 Tobacco names. BTI ranks #2 (23.0% of the industry book) .
All Filings in BTI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $711,722 | 11,524 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $761,396 | 13,022 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $586,356 | 10,356 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $591,417 | 11,142 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $585,803 | 12,377 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $389,250 | 9,409 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $462,115 | 12,633 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $393,893 | 12,735 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $393,267 | 12,894 | Shares | Sole | 2024-05-10 | |
| 2023-09-30 | $281,150 | 8,951 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $213,044 | 6,417 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $276,253 | 7,866 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $389,124 | 9,733 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $373,140 | 10,511 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $447,422 | 10,427 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $466,626 | 11,068 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $429,391 | 11,478 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $404,661 | 11,470 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,392,092 | 60,852 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $446,826 | 11,534 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $365,227 | 9,742 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $288,946 | 7,993 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $371,274 | 9,564 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $342,651 | 10,022 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||