Cornerstone Planning Group LLC
Position in BTI — British American Tobacco p.l.c.
CIK 1822587
FAIRFIELD, NJ
Position in BTI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$52,372
+$15,244 QoQ
Shares Held
848
+33.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#743
of 907 holders
Holding Since
Dec 2022
13 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, 2026Cornerstone Planning Group LLC holds $702,626 across 5 Tobacco names. BTI ranks #3 (7.5% of the industry book) .
All Filings in BTI
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,372 | 848 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $37,128 | 635 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $33,462 | 591 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $13,004 | 245 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $11,595 | 245 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $7,487 | 181 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $6,174 | 170 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $3,438 | 94 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,319 | 75 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,769 | 58 | Shares | Sole | 2024-05-07 | |
| 2023-09-30 | $973 | 31 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,726 | 52 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $10,234 | 256 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||