Modern Wealth Management, LLC
- SEC CIK
- 0002001900
- Latest filing
- Aug 13, 2026
BTI holding history
British American Tobacco p.l.c. in every 13F filed by Modern Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
BTI overviewAll 13F holders of BTIFull Q2 2026 holdings
- Shares (Q2 2026)
- 280,967
- Value
- $17.4M
- % of portfolio
- 0.2%
- Quarters held
- 4
- Since Q3 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 280,967 | $17.4M | 0.2% | −2,909−1.0% | Reduced | Holders |
| Q1 2026 | 283,876 | $16.4M | 0.3% | +2,192+0.8% | Added | Holders |
| Q4 2025 | 281,684 | $15.9M | 0.3% | +3,399+1.2% | Added | Holders |
| Q3 2025 | 278,285 | $14.8M | 0.3% | +278,285 | New | Holders |