Position in BTI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$329,180
+$107,053 QoQ
Shares Held
5,330
+40.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#576
of 903 holders
Holding Since
Mar 2026
2 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, 2026Keebeck Wealth Management holds $2,447,112 across 3 Tobacco names. BTI ranks #3 (13.5% of the industry book) .
All Filings in BTI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $329,180 | 5,330 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $222,127 | 3,799 | Shares | Other | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||