United Financial Planning Group LLC
Position in BTI — British American Tobacco p.l.c.
CIK 2088337
HAUPPAUGE, NY
Position in BTI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$6,855
New position
Shares Held
111
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#832
of 903 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026United Financial Planning Group LLC holds $22,214 across 3 Tobacco names. BTI ranks #2 (30.9% of the industry book) .
All Filings in BTI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,855 | 111 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||