Position in BTI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$302,624
+$5,597 QoQ
Shares Held
4,900
-3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#593
of 903 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in BTI Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Spire Wealth Management holds $4,744,754 across 3 Tobacco names. BTI ranks #3 (6.4% of the industry book) .
All Filings in BTI
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $302,624 | 4,900 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $297,027 | 5,080 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $289,328 | 5,110 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $272,990 | 5,143 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $243,228 | 5,139 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $213,924 | 5,171 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $188,137 | 5,180 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $183,485 | 5,016 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $160,990 | 5,205 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $156,556 | 5,133 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $119,532 | 4,081 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $131,796 | 4,196 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $208,828 | 6,290 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $217,884 | 6,204 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $193,103 | 4,830 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $144,591 | 4,073 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $188,246 | 4,387 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $341,706 | 8,105 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $342,825 | 9,164 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $249,817 | 7,081 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $283,857 | 7,221 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $394,876 | 10,193 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||