Winch Advisory Services, LLC
Position in BTI — British American Tobacco p.l.c.
CIK 1585822
Appleton, WI
Position in BTI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$16,613
+$1,119 QoQ
Shares Held
269
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#790
of 903 holders
Holding Since
Jun 2022
17 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, 2026Winch Advisory Services, LLC holds $240,260 across 3 Tobacco names. BTI ranks #3 (6.9% of the industry book) .
All Filings in BTI
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,613 | 269 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $15,494 | 265 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $14,834 | 262 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $13,694 | 258 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $12,021 | 254 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $10,342 | 250 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $13,583 | 374 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $8,779 | 240 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $7,268 | 235 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $7,015 | 230 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $6,560 | 224 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $6,878 | 219 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $7,104 | 214 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $7,375 | 210 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $8,235 | 206 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $7,206 | 203 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $8,582 | 200 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||