Position in BTI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,198,699
+$161,559 QoQ
Shares Held
19,409
+9.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#70
of 297 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BTI Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026IFP Advisors, Inc holds $13,116,620 across 7 Tobacco names. BTI ranks #3 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
43,201 | $7,815,492 | |
| 2 | MO |
Altria Group, Inc.
|
48,848 | $3,514,613 | |
| 3 | BTI |
British American Tobacco p.l.c.
This page
|
19,409 | $1,198,699 | |
| 4 | TPB |
Turning Point Brands, Inc.
|
5,995 | $508,435 | |
| 5 | UVV |
Universal Corp /Va/
|
1,521 | $79,350 | |
| 6 | ISPR |
Ispire Technology Inc.
|
21 | $23 | |
| 7 | XXII |
22nd Century Group, Inc.
|
2 | $8 |
All Filings in BTI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,198,699 | 19,409 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,037,140 | 17,738 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $937,174 | 16,552 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $859,896 | 16,200 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $833,008 | 17,600 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $693,154 | 16,755 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $177,423 | 4,885 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $311,954 | 8,528 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $258,574 | 8,360 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $128,832 | 4,224 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $141,089 | 4,817 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $192,951 | 6,143 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $206,537 | 6,221 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $311,444 | 8,868 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $473,043 | 11,832 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $356,775 | 10,050 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $240,853 | 5,613 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $236,644 | 5,613 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $124,126 | 3,318 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $178,834 | 5,069 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $68,556 | 1,744 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $75,969 | 1,961 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $77,416 | 2,065 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $85,241 | 2,358 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $91,459 | 2,356 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $93,372 | 2,731 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||