Position in BTI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$565,721
+$44,169 QoQ
Shares Held
9,160
+2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#444
of 903 holders
Holding Since
Sep 2024
8 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, 2026PDS Planning, Inc holds $2,583,475 across 3 Tobacco names. BTI ranks #3 (21.9% of the industry book) .
All Filings in BTI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $565,721 | 9,160 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $521,552 | 8,920 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $479,854 | 8,475 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $436,954 | 8,232 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $376,036 | 7,945 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $286,114 | 6,916 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $217,520 | 5,989 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $206,823 | 5,654 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||