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Disclosery

Kassira Wealth Management LLC: BTI position timeline

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

Kassira Wealth Management LLC held 0 BTI shares at 2026-03-31 per its 13F-HR filed 2026-05-01.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -58,703 shares

    13F-HR 0002095972-26-000002 filed by Kassira Wealth Management 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 ended2025-12-31
    13F 58,703 shares
    Change vs previous 13F -1,374 shares

    3.15% of the 13F portfolio, value $3,323,766.

    13F-HR 0002095972-26-000001 filed by Kassira Wealth 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 ended2025-09-30
    13F 60,077 shares
    Change vs previous 13F not available

    3.07% of the 13F portfolio, value $3,188,888.

    13F-HR 0002095972-25-000001 filed by Kassira Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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