Skip to content
Disclosery

Plan Group Financial, LLC: BTI position timeline

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

Plan Group Financial, LLC held 17,000 BTI shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,000 shares
    Change vs previous 13F +1,000 shares

    0.22% of the 13F portfolio, value $1,049,920.

    13F-HR 0001940033-26-000006 filed by Plan Group 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 16,000 shares
    Change vs previous 13F -5,700 shares

    0.22% of the 13F portfolio, value $935,520.

    13F-HR 0001940033-26-000004 filed by Plan Group 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 21,700 shares
    Change vs previous 13F -3,503 shares

    0.32% of the 13F portfolio, value $1,228,654.

    13F-HR 0001940033-26-000001 filed by Plan Group 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 25,203 shares
    Change vs previous 13F -5,697 shares

    0.36% of the 13F portfolio, value $1,337,775.

    13F-HR 0001940033-25-000007 filed by Plan Group 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 30,900 shares
    Change vs previous 13F -5,600 shares

    0.48% of the 13F portfolio, value $1,462,497.

    13F-HR 0001940033-25-000005 filed by Plan Group 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 36,500 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,510,005.

    13F-HR 0001940033-25-000003 filed by Plan Group Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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