Waverly Advisors, LLC

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

CIK 1568787 BIRMINGHAM, AL

Position in BTI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,692,365

+$159,621 QoQ

Shares Held

43,594

+0.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#226

of 904 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 69% Shared 0% None 31%

Consumer Defensive · as of Jun 30, 2026

Waverly Advisors, LLC holds $29,002,886 across 3 Tobacco names. BTI ranks #3 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	101,276	$18,321,841
2	MO	Altria Group, Inc.	111,031	$7,988,680
3	BTI	British American Tobacco p.l.c. This page	43,594	$2,692,365

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,692,365	43,594	+0.6%	Shares	Sole	2026-08-14
2026-03-31	$2,532,744	43,317	+7.6%	Shares	Sole	2026-05-15
2025-12-31	$2,280,200	40,272	+374.7%	Shares	Sole	2026-02-17
2025-09-30	$450,277	8,483	-0.2%	Shares	Sole	2025-11-14
2025-06-30	$402,446	8,503	+57.6%	Shares	Sole	2025-08-14
2025-03-31	$223,191	5,395	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.