Position in BTI
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$258,403
+$32,588 QoQ
Shares Held
4,184
-28.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#630
of 903 holders
Holding Since
Mar 2020
3 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, 2026Cooper Financial Group holds $2,143,211 across 3 Tobacco names. BTI ranks #2 (12.1% of the industry book) .
All Filings in BTI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,403 | 4,184 | Shares | Sole | 2026-07-08 | |
| 2020-06-30 | $225,815 | 5,817 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $227,568 | 6,656 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||