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Michels Family Financial, LLC: BTI position timeline

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

Michels Family Financial, LLC held 17,387 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 17,387 shares
    Change vs previous 13F +289 shares

    0.69% of the 13F portfolio, value $1,073,833.

    13F-HR 0001214659-26-010286 filed by Michels Family Financial, 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 17,098 shares
    Change vs previous 13F +189 shares

    0.72% of the 13F portfolio, value $999,742.

    13F-HR 0001214659-26-005035 filed by Michels Family Financial, 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 16,909 shares
    Change vs previous 13F +244 shares

    0.7% of the 13F portfolio, value $957,398.

    13F-HR 0001214659-26-002176 filed by Michels Family Financial, 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 16,665 shares
    Change vs previous 13F -2,318 shares

    0.69% of the 13F portfolio, value $884,562.

    13F-HR 0001214659-25-016133 filed by Michels Family Financial, 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 18,983 shares
    Change vs previous 13F +249 shares

    0.77% of the 13F portfolio, value $898,452.

    13F-HR 0001214659-25-010478 filed by Michels Family Financial, 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 18,734 shares
    Change vs previous 13F +422 shares

    0.7% of the 13F portfolio, value $775,020.

    13F-HR 0001214659-25-007892 filed by Michels Family Financial, 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 18,312 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $665,080.

    13F-HR 0001214659-25-003152 filed by Michels Family Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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