Modern Wealth Management, LLC

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

CIK 2001900 KANSAS CITY, MO

Position in BTI

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$16,598,227

+$649,280 QoQ

Shares Held

283,876

+0.8% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

1.24%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 0.5713762346940213.ToString("F0")% Shared 0.ToString("F0")% None 99.42862376530599.ToString("F0")%

Consumer Defensive · as of Mar 31, 2026

Modern Wealth Management, LLC holds $22,267,399 across 3 Tobacco names. BTI ranks #1 (74.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BTI	British American Tobacco p.l.c. This page	283,876	$16,598,227
2	PM	Philip Morris International Inc.	25,159	$4,159,786
3	MO	Altria Group, Inc.	22,873	$1,509,386

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$16,598,227	283,876	+0.8%	Shares	Other	2026-05-14
2025-12-31	$15,948,947	281,684	+1.2%	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.