Position in BTI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$199,361
+$10,620 QoQ
Shares Held
3,228
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#699
of 903 holders
Holding Since
Dec 2024
7 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, 2026Asset Planning,Inc holds $3,607,632 across 2 Tobacco names. BTI ranks #2 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
|
47,370 | $3,408,271 | |
| 2 | BTI |
British American Tobacco p.l.c.
This page
|
3,228 | $199,361 |
All Filings in BTI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $199,361 | 3,228 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $188,741 | 3,228 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $182,769 | 3,228 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $171,342 | 3,228 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $168,589 | 3,562 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $147,359 | 3,562 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $129,371 | 3,562 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||