True Wealth Design, LLC

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

CIK 1966033 AKRON, OH

Position in BTI

as of Mar 31, 2026 · filed Apr 13, 2026 Compact

Position Value

$35,082

+$15,832 QoQ

Shares Held

600

+76.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Consumer Defensive · as of Mar 31, 2026

True Wealth Design, LLC holds $260,100 across 5 Tobacco names. BTI ranks #2 (13.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	1,144	$189,148
2	BTI	British American Tobacco p.l.c. This page	600	$35,082
3	MO	Altria Group, Inc.	523	$34,512
4	TPB	Turning Point Brands, Inc.	15	$1,301
5	ISPR	Ispire Technology Inc.	31	$57

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$35,082	600	+76.5%	Shares	Sole	2026-04-13
2025-12-31	$19,250	340	-37.0%	Shares	Sole	2026-01-08
2025-09-30	$28,663	540	—	Shares	Sole	2025-10-21
No filing history on record for this holder in this stock.