Position in BTI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,980,043
+$116,487 QoQ
Shares Held
48,252
-4.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#217
of 903 holders
Holding Since
Sep 2020
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BTI Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026J.W. COLE ADVISORS, INC. holds $34,182,115 across 3 Tobacco names. BTI ranks #3 (8.7% of the industry book) .
All Filings in BTI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,980,043 | 48,252 | Shares | Sole | 2026-07-21 | |
| 2025-12-31 | $2,863,556 | 50,575 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,460,311 | 46,351 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,199,283 | 46,467 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,458,788 | 35,262 | Shares | Sole | 2025-05-05 | |
| 2022-03-31 | $223,068 | 5,291 | Shares | Sole | 2022-06-10 | |
| 2021-12-31 | $237,104 | 6,338 | Shares | Sole | 2022-01-25 | |
| 2020-09-30 | $789,552 | 21,841 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||