Position in BTI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,247,279
+$294,778 QoQ
Shares Held
52,579
+4.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#210
of 903 holders
Holding Since
Jun 2021
16 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, 202644 WEALTH MANAGEMENT LLC holds $7,822,745 across 3 Tobacco names. BTI ranks #2 (41.5% of the industry book) .
All Filings in BTI
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,247,279 | 52,579 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,952,501 | 50,496 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,481,802 | 26,171 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,370,313 | 25,816 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,410,859 | 29,809 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,187,774 | 28,711 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,278,246 | 35,194 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,359,495 | 37,165 | Shares | Sole | 2024-10-25 | |
| 2023-06-30 | $663,070 | 19,972 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $492,768 | 14,031 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $336,951 | 8,428 | Shares | Sole | 2023-01-20 | |
| 2022-06-30 | $625,713 | 14,582 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $704,957 | 16,721 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $530,810 | 14,189 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $528,811 | 14,989 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $589,925 | 15,007 | Shares | Sole | 2021-07-19 | |
| No filing history on record for this holder in this stock. | ||||||