Position in BTI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$393,040
+$334,570 QoQ
Shares Held
6,364
+536.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#533
of 909 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in BTI Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Heritage Wealth Advisors holds $18,056,123 across 4 Tobacco names. BTI ranks #4 (2.2% of the industry book) .
All Filings in BTI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $393,040 | 6,364 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $58,470 | 1,000 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $56,620 | 1,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $53,080 | 1,000 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $47,330 | 1,000 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $41,370 | 1,000 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $36,320 | 1,000 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $32,922 | 900 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $27,837 | 900 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $27,450 | 900 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $26,361 | 900 | Shares | Sole | 2024-12-12 | |
| No filing history on record for this holder in this stock. | ||||||