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Disclosery

Alaethes Wealth, LLC: BTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Alaethes Wealth, LLC on BTI, newest first. How the timeline and the estimate are built.

Alaethes Wealth, LLC held 43,368 BTI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,368 shares
    Change vs previous 13F +46 shares

    0.78% of the 13F portfolio, value $2,678,417.

    13F-HR 0001859677-26-000003 filed by Alaethes Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 43,322 shares
    Change vs previous 13F +4,085 shares

    0.74% of the 13F portfolio, value $2,569,178.

    13F-HR 0001859677-26-000002 filed by Alaethes Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 39,237 shares
    Change vs previous 13F -181 shares

    0.63% of the 13F portfolio, value $2,253,919.

    13F-HR 0001859677-26-000001 filed by Alaethes Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 39,418 shares
    Change vs previous 13F -3,637 shares

    0.59% of the 13F portfolio, value $2,092,315.

    13F-HR 0001859677-25-000009 filed by Alaethes Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 43,055 shares
    Change vs previous 13F +840 shares

    0.62% of the 13F portfolio, value $2,072,074.

    13F-HR 0001859677-25-000008 filed by Alaethes Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 42,215 shares
    Change vs previous 13F +3,656 shares

    0.65% of the 13F portfolio, value $1,778,059.

    13F-HR 0001859677-25-000005 filed by Alaethes Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 38,559 shares
    Change vs previous 13F -4,140 shares

    0.51% of the 13F portfolio, value $1,431,839.

    13F-HR 0001859677-25-000001 filed by Alaethes Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 42,699 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $1,593,639.

    13F-HR 0001859677-24-000007 filed by Alaethes Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).