Position in BTI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,361,684
+$199,944 QoQ
Shares Held
22,048
+11.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#315
of 903 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BTI Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026HB Wealth Management, LLC holds $29,231,544 across 3 Tobacco names. BTI ranks #3 (4.7% of the industry book) .
All Filings in BTI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,361,684 | 22,048 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,161,740 | 19,869 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $942,892 | 16,653 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $910,799 | 17,159 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $525,363 | 11,100 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $420,153 | 10,156 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $250,499 | 6,897 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $261,766 | 7,156 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $222,850 | 7,205 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||