Global Retirement Partners, LLC

Pension

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

CIK 1749744 San Rafael, CA

Position in BTI

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$3,280,752

+$478,119 QoQ

Shares Held

53,121

+7.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#209

of 903 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Global Retirement Partners, LLC holds $23,461,133 across 5 Tobacco names. BTI ranks #3 (14.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	69,525	$12,577,767
2	MO	Altria Group, Inc.	104,863	$7,544,892
3	BTI	British American Tobacco p.l.c. This page	53,121	$3,280,752
4	UVV	Universal Corp /Va/	648	$33,806
5	TPB	Turning Point Brands, Inc.	282	$23,916

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,280,752	53,121	+7.3%	Shares	Sole	2026-08-06
2025-12-31	$2,802,633	49,499	+31.0%	Shares	Sole	2026-02-06
2025-09-30	$2,005,256	37,778	-1.6%	Shares	Sole	2025-10-21
2025-06-30	$1,817,235	38,395	+16.2%	Shares	Sole	2025-08-12
2024-12-31	$1,199,940	33,038	-22.3%	Shares	Sole	2025-01-31
2024-09-30	$1,555,893	42,534	-1.0%	Shares	Sole	2024-10-16
2024-06-30	$1,328,567	42,954	+0.1%	Shares	Sole	2024-07-23
2024-03-31	$1,308,480	42,901	-1.3%	Shares	Sole	2024-04-23
2023-12-31	$1,273,031	43,463	-1.5%	Shares	Sole	2024-01-18
2023-09-30	$1,386,468	44,141	+2.2%	Shares	Sole	2023-10-13
2023-06-30	$1,433,874	43,189	+22.6%	Shares	Sole	2023-07-20
2023-03-31	$1,237,312	35,231	+22.4%	Shares	Sole	2023-05-08
2022-12-31	$1,151,064	28,791	+5.6%	Shares	Sole	2023-02-13
2022-09-30	$968,227	27,274	+32.1%	Shares	Sole	2022-11-03
2022-06-30	$885,748	20,642	-0.1%	Shares	Sole	2022-07-15
2022-03-31	$871,489	20,671	+6.8%	Shares	Sole	2022-07-14
2021-09-30	$682,562	19,347	+33.1%	Shares	Sole	2021-10-22
2021-06-30	$571,488	14,538	+15.0%	Shares	Sole	2021-07-15
2021-03-31	$489,789	12,643	+14.7%	Shares	Sole	2021-04-14
2020-12-31	$413,252	11,023	+6.0%	Shares	Sole	2021-01-13
2020-09-30	$376,068	10,403	+25.4%	Shares	Sole	2020-10-09
2020-06-30	$322,050	8,296	-6.0%	Shares	Sole	2020-07-13
2020-03-31	$301,897	8,830	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.