Golden State Wealth Management, LLC
Position in BTI — British American Tobacco p.l.c.
CIK 1776033
SANTA ANA, CA
Position in BTI
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$15,316
+$816 QoQ
Shares Held
248
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#793
of 903 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BTI Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Golden State Wealth Management, LLC holds $816,433 across 3 Tobacco names. BTI ranks #3 (1.9% of the industry book) .
All Filings in BTI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,316 | 248 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $14,500 | 248 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $14,041 | 248 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $13,163 | 248 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $11,737 | 248 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $12,617 | 305 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $11,077 | 305 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||