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TrueMark Investments, LLC: BTI position timeline

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

TrueMark Investments, LLC held 258,128 BTI shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 258,128 shares
    Change vs previous 13F +33,332 shares

    2% of the 13F portfolio, value $15,941,985.

    13F-HR 0001376474-26-000506 filed by TrueMark Investments, 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 224,796 shares
    Change vs previous 13F +51,628 shares

    2.56% of the 13F portfolio, value $13,143,822.

    13F-HR 0001376474-26-000301 filed by TrueMark Investments, 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 173,168 shares
    Change vs previous 13F +18,977 shares

    1.87% of the 13F portfolio, value $9,804,772.

    13F-HR 0001376474-26-000040 filed by TrueMark Investments, 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 154,191 shares
    Change vs previous 13F -150,282 shares

    1.42% of the 13F portfolio, value $8,184,458.

    13F-HR 0001376474-25-000887 filed by TrueMark Investments, 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 304,473 shares
    Change vs previous 13F +19,130 shares

    3.11% of the 13F portfolio, value $14,410,707.

    13F-HR 0001376474-25-000685 filed by TrueMark Investments, 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 285,343 shares
    Change vs previous 13F +99,086 shares

    3.09% of the 13F portfolio, value $11,804,640.

    13F-HR 0001376474-25-000365 filed by TrueMark Investments, 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 186,257 shares
    Change vs previous 13F +405 shares

    2.16% of the 13F portfolio, value $6,764,854.

    13F-HR 0001376474-25-000192 filed by TrueMark Investments, 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 185,852 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $6,798,466.

    13F-HR 0001376474-24-000596 filed by TrueMark Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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