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Capital Wealth Planning, LLC: BTI position timeline

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

Capital Wealth Planning, LLC held 581,209 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 581,209 shares
    Change vs previous 13F +175,412 shares

    0.18% of the 13F portfolio, value $35,895,464.

    13F-HR 0002085853-26-001006 filed by Capital Wealth Planning, 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 405,797 shares
    Change vs previous 13F +159,382 shares

    0.13% of the 13F portfolio, value $23,726,951.

    13F-HR 0002085853-26-000600 filed by Capital Wealth Planning, 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 246,415 shares
    Change vs previous 13F +71,191 shares

    0.09% of the 13F portfolio, value $13,934,768.

    13F-HR 0002085853-26-000251 filed by Capital Wealth Planning, 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 175,224 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $9,300,890.

    13F-HR 0002085853-25-000273 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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