Skip to content
Disclosery

Phil A. Younker & Associates, Ltd.: BTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Phil A. Younker & Associates, Ltd. on BTI, newest first. How the timeline and the estimate are built.

Phil A. Younker & Associates, Ltd. held 38,712 BTI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,712 shares
    Change vs previous 13F -9,159 shares

    1.61% of the 13F portfolio, value $2,390,824.

    13F-HR 0002063364-26-000281 filed by Phil A. Younker & Associates, Ltd.
    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 47,871 shares
    Change vs previous 13F +2,469 shares

    1.87% of the 13F portfolio, value $2,799,034.

    13F-HR 0002063364-26-000109 filed by Phil A. Younker & Associates, Ltd.
    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 45,402 shares
    Change vs previous 13F +494 shares

    1.79% of the 13F portfolio, value $2,570,666.

    13F-HR 0002063364-26-000033 filed by Phil A. Younker & Associates, Ltd.
    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 44,908 shares
    Change vs previous 13F -6,192 shares

    1.83% of the 13F portfolio, value $2,383,698.

    13F-HR 0002063364-25-000258 filed by Phil A. Younker & Associates, Ltd.
    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 51,100 shares
    Change vs previous 13F +4,426 shares

    2.38% of the 13F portfolio, value $2,418,548.

    13F-HR 0002063364-25-000139 filed by Phil A. Younker & Associates, Ltd.
    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 46,674 shares
    Change vs previous 13F +418 shares

    1.9% of the 13F portfolio, value $1,930,914.

    13F-HR 0002063364-25-000069 filed by Phil A. Younker & Associates, Ltd.
    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 46,256 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $1,680,009.

    13F-HR 0002063364-25-000006 filed by Phil A. Younker & Associates, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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