Phillips Wealth Planners LLC
Position in BTI — British American Tobacco p.l.c.
CIK 1962628
STARKVILLE, MS
Position in BTI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$619,082
-$4,266 QoQ
Shares Held
10,024
-6.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#425
of 903 holders
Holding Since
Mar 2023
11 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 Jun 30, 2026Phillips Wealth Planners LLC holds $2,158,662 across 3 Tobacco names. BTI ranks #2 (28.7% of the industry book) .
All Filings in BTI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $619,082 | 10,024 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $623,348 | 10,661 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $484,667 | 8,560 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $453,356 | 8,541 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $395,868 | 8,364 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $212,021 | 5,125 | Shares | Defined | 2025-04-23 | |
| 2024-06-30 | $235,841 | 7,625 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $232,105 | 7,610 | Shares | Defined | 2024-04-29 | |
| 2023-09-30 | $272,450 | 8,674 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $240,766 | 7,252 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $342,595 | 9,755 | Shares | Defined | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||