Alteri Wealth LLC

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

CIK 2054980 WESTLAKE VILLAGE, CA

Position in BTI

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$531,197

+$49,580 QoQ

Shares Held

8,601

+4.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#454

of 903 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Alteri Wealth LLC holds $1,231,023 across 3 Tobacco names. BTI ranks #1 (43.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BTI	British American Tobacco p.l.c. This page	8,601	$531,197
2	MO	Altria Group, Inc.	5,520	$397,164
3	PM	Philip Morris International Inc.	1,673	$302,662

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$531,197	8,601	+4.4%	Shares	Sole	2026-07-29
2026-03-31	$481,617	8,237	+58.7%	Shares	Sole	2026-05-06
2025-12-31	$293,914	5,191	-1.2%	Shares	Sole	2026-02-11
2025-09-30	$278,829	5,253	-8.7%	Shares	Sole	2025-11-10
2025-06-30	$272,431	5,756	+16.4%	Shares	Sole	2025-08-11
2025-03-31	$204,574	4,945	—	Shares	Sole	2025-05-07
No filing history on record for this holder in this stock.