WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

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

CIK 1812177 HIGHLAND PARK, IL

Position in BTI

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$272,979

+$14,542 QoQ

Shares Held

4,420

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#613

of 904 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC holds $8,773,637 across 3 Tobacco names. BTI ranks #2 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc.	114,956	$8,271,084
2	BTI	British American Tobacco p.l.c. This page	4,420	$272,979
3	PM	Philip Morris International Inc.	1,269	$229,574

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$272,979	4,420	0.0%	Shares	Sole	2026-07-20
2026-03-31	$258,437	4,420	0.0%	Shares	Sole	2026-04-30
2025-12-31	$250,260	4,420	0.0%	Shares	Sole	2026-02-12
2025-09-30	$234,613	4,420	0.0%	Shares	Sole	2025-11-12
2025-06-30	$209,198	4,420	—	Shares	Sole	2025-08-12
No filing history on record for this holder in this stock.