SIMA Wealth Partners, LLC

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

CIK 2135539 NORTH CHESTERFIELD, VA

Position in BTI

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$12,969

+$691 QoQ

Shares Held

210

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#802

of 903 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

SIMA Wealth Partners, LLC holds $1,082,446 across 3 Tobacco names. BTI ranks #3 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	4,322	$781,893
2	MO	Altria Group, Inc.	3,997	$287,584
3	BTI	British American Tobacco p.l.c. This page	210	$12,969

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,969	210	0.0%	Shares	Sole	2026-07-28
2026-03-31	$12,278	210	0.0%	Shares	Sole	2026-05-15
2025-12-31	$11,890	210	0.0%	Shares	Sole	2026-05-28
2025-09-30	$11,146	210	0.0%	Shares	Sole	2026-05-28
2025-06-30	$9,939	210	0.0%	Shares	Sole	2026-06-15
2025-03-31	$8,687	210	0.0%	Shares	Sole	2026-06-15
2024-12-31	$7,627	210	—	Shares	Sole	2026-06-15
No filing history on record for this holder in this stock.