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Burns Matteson Capital Management, LLC: BTI position timeline

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

Burns Matteson Capital Management, LLC held 7,563 BTI shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,563 shares
    Change vs previous 13F -418 shares

    0.15% of the 13F portfolio, value $467,091.

    13F-HR 0001894164-26-000005 filed by Burns Matteson Capital Management, 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 7,981 shares
    Change vs previous 13F +3,716 shares

    0.18% of the 13F portfolio, value $466,649.

    13F-HR 0001894164-26-000004 filed by Burns Matteson Capital Management, 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 4,265 shares
    Change vs previous 13F +296 shares

    0.1% of the 13F portfolio, value $241,484.

    13F-HR 0001894164-26-000003 filed by Burns Matteson Capital Management, 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 3,969 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $210,675.

    13F-HR 0001894164-25-000009 filed by Burns Matteson Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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