Lantz Financial LLC

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

CIK 1766883 NAPERVILLE, IL

Position in BTI

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$718,145

+$27,615 QoQ

Shares Held

11,628

-1.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#401

of 903 holders

Holding Since

Mar 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Lantz Financial LLC holds $5,143,317 across 3 Tobacco names. BTI ranks #3 (14.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	15,672	$2,835,221
2	MO	Altria Group, Inc.	22,098	$1,589,951
3	BTI	British American Tobacco p.l.c. This page	11,628	$718,145

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$718,145	11,628	-1.5%	Shares	Sole	2026-07-09
2026-03-31	$690,530	11,810	+13.7%	Shares	Sole	2026-04-09
2025-12-31	$588,281	10,390	+5.4%	Shares	Sole	2026-01-14
2025-09-30	$523,421	9,861	+15.1%	Shares	Sole	2025-11-06
2025-06-30	$405,523	8,568	+37.9%	Shares	Sole	2025-07-11
2024-09-30	$227,271	6,213	-19.5%	Shares	Sole	2024-10-15
2023-12-31	$225,943	7,714	-3.3%	Shares	Sole	2024-01-12
2023-09-30	$250,683	7,981	-4.1%	Shares	Sole	2023-10-20
2023-06-30	$276,356	8,324	-39.8%	Shares	Sole	2023-07-12
2023-03-31	$485,358	13,820	+3.2%	Shares	Sole	2023-04-10
2022-12-31	$535,252	13,388	+4.4%	Shares	Sole	2023-01-23
2022-09-30	$455,394	12,828	+2.7%	Shares	Sole	2022-10-17
2022-06-30	$535,902	12,489	+2.7%	Shares	Sole	2022-07-29
2022-03-31	$512,876	12,165	+15.5%	Shares	Sole	2022-05-05
2021-12-31	$394,151	10,536	+26.5%	Shares	Sole	2022-01-19
2021-09-30	$293,952	8,332	+12.6%	Shares	Sole	2021-10-14
2021-06-30	$290,776	7,397	+29.4%	Shares	Sole	2021-07-16
2021-03-31	$221,515	5,718	—	Shares	Sole	2021-04-19
No filing history on record for this holder in this stock.