Position in BTI
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$15,941,985
+$2,798,163 QoQ
Shares Held
258,128
+14.8% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
3.67%
of 13F equity value
Holder Rank
#88
of 904 holders
Holding Since
Dec 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, 2026TrueMark Investments, LLC holds $37,725,479 across 3 Tobacco names. BTI ranks #1 (42.3% of the industry book) .
All Filings in BTI
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,941,985 | 258,128 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $13,143,822 | 224,796 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $9,804,772 | 173,168 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $8,184,458 | 154,191 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $14,410,707 | 304,473 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $11,804,639 | 285,343 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $6,764,854 | 186,257 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $6,798,466 | 185,852 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $5,852,976 | 189,233 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,912,994 | 95,508 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,879,939 | 98,325 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||