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Financial & Tax Architects, LLC: BTI position timeline

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

Financial & Tax Architects, LLC held 0 BTI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -10,718 shares

    13F-HR 0001758543-26-000004 filed by Financial & Tax Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 10,718 shares
    Change vs previous 13F -4,479 shares

    0.14% of the 13F portfolio, value $626,710.

    13F-HR 0001758543-26-000003 filed by Financial & Tax Architects, 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 15,197 shares
    Change vs previous 13F -621 shares

    0.19% of the 13F portfolio, value $860,477.

    13F-HR 0001758543-26-000001 filed by Financial & Tax Architects, 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 15,818 shares
    Change vs previous 13F +81 shares

    0.19% of the 13F portfolio, value $839,631.

    13F-HR 0001758543-25-000002 filed by Financial & Tax Architects, 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 15,737 shares
    Change vs previous 13F -1,513 shares

    0.18% of the 13F portfolio, value $744,810.

    13F-HR 0001214659-25-012000 filed by Financial & Tax Architects, 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 17,250 shares
    Change vs previous 13F +1,051 shares

    0.18% of the 13F portfolio, value $713,633.

    13F-HR 0001214659-25-007031 filed by Financial & Tax Architects, 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 16,199 shares
    Change vs previous 13F +1,864 shares

    0.15% of the 13F portfolio, value $588,348.

    13F-HR 0001214659-25-000660 filed by Financial & Tax Architects, 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 14,335 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $524,374.

    13F-HR 0001214659-24-018843 filed by Financial & Tax Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

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