Plan Group Financial, LLC

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

CIK 1940033 OKLAHOMA CITY, OK

Position in BTI

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,049,920

+$114,400 QoQ

Shares Held

17,000

+6.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#351

of 903 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 35% Shared 0% None 65%

Consumer Defensive · as of Jun 30, 2026

Plan Group Financial, LLC holds $9,371,061 across 3 Tobacco names. BTI ranks #3 (11.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	23,686	$4,285,034
2	MO	Altria Group, Inc.	56,096	$4,036,107
3	BTI	British American Tobacco p.l.c. This page	17,000	$1,049,920

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,049,920	17,000	+6.2%	Shares	Sole	2026-08-03
2026-03-31	$935,520	16,000	-26.3%	Shares	Sole	2026-04-13
2025-12-31	$1,228,654	21,700	-13.9%	Shares	Sole	2026-02-03
2025-09-30	$1,337,775	25,203	-18.4%	Shares	Sole	2025-10-27
2025-06-30	$1,462,497	30,900	-15.3%	Shares	Sole	2025-08-13
2025-03-31	$1,510,005	36,500	—	Shares	Sole	2025-05-09
No filing history on record for this holder in this stock.