Simplicity Wealth,LLC

Position in BTI — British American Tobacco p.l.c.

CIK 1913243 SUMMIT, NJ

Position in BTI

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$229,500

-$759,672 QoQ

Shares Held

3,716

-88.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#663

of 903 holders

Holding Since

Mar 2024

3 quarters on record

Consumer Defensive · as of Jun 30, 2026

Simplicity Wealth,LLC holds $6,796,906 across 3 Tobacco names. BTI ranks #3 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc.	45,855	$3,299,267
2	PM	Philip Morris International Inc.	18,065	$3,268,139
3	BTI	British American Tobacco p.l.c. This page	3,716	$229,500

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$229,500	3,716	-88.4%	Shares	Sole	2026-08-06
2024-06-30	$989,172	31,981	-32.5%	Shares	Sole	2024-07-10
2024-03-31	$1,444,358	47,356	—	Shares	Sole	2024-04-24
No filing history on record for this holder in this stock.