Position in BTI
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$319,655
+$28,119 QoQ
Shares Held
5,467
+6.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026Leo Wealth, LLC holds $2,342,745 across 3 Tobacco names. BTI ranks #3 (13.6% of the industry book) .
All Filings in BTI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $319,655 | 5,467 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $291,536 | 5,149 | Shares | Sole | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||