Michels Family Financial, LLC

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

CIK 2053733 FORT WORTH, TX

Position in BTI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,073,821

+$74,101 QoQ

Shares Held

17,387

+1.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.36%

of 13F equity value

Holder Rank

#349

of 903 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Michels Family Financial, LLC holds $2,724,851 across 3 Tobacco names. BTI ranks #2 (39.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc.	18,592	$1,337,694
2	BTI	British American Tobacco p.l.c. This page	17,387	$1,073,821
3	PM	Philip Morris International Inc.	1,732	$313,336

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,073,821	17,387	+1.7%	Shares	Sole	2026-08-14
2026-03-31	$999,720	17,098	+1.1%	Shares	Sole	2026-04-24
2025-12-31	$957,387	16,909	+1.5%	Shares	Sole	2026-02-19
2025-09-30	$884,578	16,665	-12.2%	Shares	Sole	2025-11-10
2025-06-30	$898,465	18,983	+1.3%	Shares	Sole	2025-07-17
2025-03-31	$775,025	18,734	+2.3%	Shares	Sole	2025-05-15
2024-12-31	$665,091	18,312	—	Shares	Sole	2025-02-20
No filing history on record for this holder in this stock.