CREATIVE FINANCIAL DESIGNS INC /ADV
Position in BTI — British American Tobacco p.l.c.
CIK 819864
KOKOMO, IN
Position in BTI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$267,729
+$20,518 QoQ
Shares Held
4,335
+2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#619
of 903 holders
Holding Since
Jun 2020
25 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $1,340,824 across 4 Tobacco names. BTI ranks #2 (20.0% of the industry book) .
All Filings in BTI
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $267,729 | 4,335 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $247,211 | 4,228 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $233,557 | 4,125 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $333,130 | 6,276 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $270,585 | 5,717 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $139,871 | 3,381 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $59,928 | 1,650 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $45,468 | 1,243 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $15,155 | 490 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $8,326 | 273 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $6,560 | 224 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $9,894 | 315 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,847 | 146 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $10,395 | 296 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $11,834 | 296 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $10,508 | 296 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $12,701 | 296 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $12,479 | 296 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $11,073 | 296 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $10,442 | 296 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $11,635 | 296 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $11,467 | 296 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $11,097 | 296 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $10,700 | 296 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $11,490 | 296 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||