Optimist Retirement Group LLC
PensionPosition in BTI — British American Tobacco p.l.c.
CIK 2011850
BELLEVUE, WA
Position in BTI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,528,207
+$124,213 QoQ
Shares Held
40,936
-0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.48%
of 13F equity value
Holder Rank
#239
of 903 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BTI Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Optimist Retirement Group LLC holds $7,653,167 across 3 Tobacco names. BTI ranks #2 (33.0% 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 | $2,528,207 | 40,936 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,403,994 | 41,115 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,350,466 | 41,513 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,200,962 | 41,465 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $2,388,745 | 50,470 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $2,269,889 | 54,868 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,175,713 | 59,904 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $2,267,813 | 61,996 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $1,975,375 | 63,866 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,787,391 | 58,603 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $331,123 | 11,305 | Shares | Sole | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||