Position in BTI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,777,933
+$767,766 QoQ
Shares Held
81,716
+15.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 12%
Shared 43%
None 44%
Common Shares in BTI Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Mar 31, 2026Cerity Partners LLC holds $103,800,440 across 4 Tobacco names. BTI ranks #3 (4.6% of the industry book) .
All Filings in BTI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,777,933 | 81,716 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,010,167 | 70,826 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,466,070 | 65,299 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,967,685 | 62,702 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,214,825 | 53,537 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,797,767 | 49,498 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,419,035 | 66,130 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,078,838 | 34,880 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,585,786 | 51,993 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $604,018 | 20,622 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $377,296 | 12,012 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $792,948 | 23,884 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,268,850 | 36,129 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,370,714 | 34,285 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,276,686 | 35,963 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,552,827 | 36,188 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $986,628 | 23,402 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,028,700 | 27,498 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $751,816 | 21,310 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $986,877 | 25,105 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $861,538 | 22,239 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $833,590 | 22,235 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $846,488 | 23,416 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||