Modern Wealth Management, LLC
Position in BTI — British American Tobacco p.l.c.
CIK 2001900
KANSAS CITY, MO
Position in BTI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$17,352,518
+$754,291 QoQ
Shares Held
280,967
-1.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#83
of 904 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in BTI Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Modern Wealth Management, LLC holds $24,442,516 across 3 Tobacco names. BTI ranks #1 (71.0% of the industry book) .
All Filings in BTI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,352,518 | 280,967 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $16,598,227 | 283,876 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $15,948,947 | 281,684 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $14,771,364 | 278,285 | Shares | Other | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||