Compound Planning, Inc.

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

CIK 1978879 NEW YORK, NY

Position in BTI

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$2,296,174

+$270,774 QoQ

Shares Held

37,179

+7.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#251

of 903 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Compound Planning, Inc. holds $8,686,519 across 3 Tobacco names. BTI ranks #3 (26.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	21,306	$3,854,468
2	MO	Altria Group, Inc.	35,245	$2,535,877
3	BTI	British American Tobacco p.l.c. This page	37,179	$2,296,174

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,296,174	37,179	+7.3%	Shares	Other	2026-08-04
2026-03-31	$2,025,400	34,640	-1.4%	Shares	Other	2026-05-14
2025-12-31	$1,990,022	35,147	-16.4%	Shares	Defined	2026-02-19
2025-09-30	$2,231,111	42,033	+2.9%	Shares	Sole	2025-11-10
2025-06-30	$1,932,720	40,835	+39.8%	Shares	Sole	2025-08-14
2025-03-31	$1,208,004	29,200	+11.3%	Shares	Sole	2025-05-14
2024-12-31	$953,182	26,244	+12.3%	Shares	Sole	2025-01-17
2024-09-30	$854,618	23,363	+44.7%	Shares	Sole	2024-10-08
2024-06-30	$499,519	16,150	+50.3%	Shares	Sole	2024-07-26
2024-03-31	$327,631	10,742	—	Shares	Sole	2024-05-07
No filing history on record for this holder in this stock.