Annex Advisory Services, LLC

Position in BTI — British American Tobacco p.l.c.

CIK 1542287 BROOKFIELD, WI

Position in BTI

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$469,746

+$29,994 QoQ

Shares Held

7,606

+1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#486

of 903 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Annex Advisory Services, LLC holds $54,054,414 across 3 Tobacco names. BTI ranks #3 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	256,496	$46,402,691
2	MO	Altria Group, Inc.	99,819	$7,181,977
3	BTI	British American Tobacco p.l.c. This page	7,606	$469,746

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$469,746	7,606	+1.1%	Shares	Sole	2026-07-10
2026-03-31	$439,752	7,521	+1.4%	Shares	Sole	2026-04-16
2025-12-31	$420,007	7,418	—	Shares	Sole	2026-01-26
No filing history on record for this holder in this stock.