JOURNEY STRATEGIC WEALTH LLC
Position in BTI — British American Tobacco p.l.c.
CIK 1909316
SUMMIT, NJ
Position in BTI
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$595,573
+$63,630 QoQ
Shares Held
10,186
+8.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 0%
Shared 97%
None 3%
Common Shares in BTI Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $5,747,548 across 3 Tobacco names. BTI ranks #3 (10.4% of the industry book) .
All Filings in BTI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $595,573 | 10,186 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $531,943 | 9,395 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $433,183 | 8,161 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $369,219 | 7,801 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $209,456 | 5,063 | Shares | Sole | 2025-05-06 | |
| 2024-09-30 | $201,153 | 5,499 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||