Position in BTI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$482,839
+$53,143 QoQ
Shares Held
7,818
+6.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#479
of 903 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BTI Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026LVW Advisors, LLC holds $6,248,588 across 3 Tobacco names. BTI ranks #3 (7.7% of the industry book) .
All Filings in BTI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $482,839 | 7,818 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $429,696 | 7,349 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $320,129 | 5,654 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $363,491 | 6,848 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $343,473 | 7,257 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $317,307 | 7,670 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $253,695 | 6,985 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $294,981 | 8,064 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $280,442 | 9,067 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $280,203 | 9,187 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $497,080 | 16,971 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $592,109 | 18,851 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $683,488 | 20,587 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $729,547 | 20,773 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $852,533 | 21,324 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $615,996 | 17,352 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $747,792 | 17,427 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $955,978 | 22,675 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $859,307 | 22,970 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $922,430 | 26,146 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,022,846 | 26,020 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $777,318 | 20,065 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $640,479 | 17,084 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $612,634 | 16,947 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $602,020 | 15,508 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $462,488 | 13,527 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||