MISSION WEALTH MANAGEMENT, LP
Position in BTI — British American Tobacco p.l.c.
CIK 1645382
Santa Barbara, CA
Position in BTI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$703,199
+$140,718 QoQ
Shares Held
11,386
+18.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#404
of 903 holders
Holding Since
Jun 2022
15 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, 2026MISSION WEALTH MANAGEMENT, LP holds $7,464,527 across 3 Tobacco names. BTI ranks #3 (9.4% of the industry book) .
All Filings in BTI
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $703,199 | 11,386 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $562,481 | 9,620 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $554,366 | 9,791 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $577,935 | 10,888 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $513,009 | 10,839 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $439,059 | 10,613 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $388,079 | 10,685 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $340,559 | 9,310 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $272,988 | 8,826 | Shares | Sole | 2024-08-05 | |
| 2023-09-30 | $218,330 | 6,951 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $244,949 | 7,378 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $262,346 | 7,470 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $256,791 | 6,423 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $228,158 | 6,427 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $223,561 | 5,210 | Shares | Sole | 2022-07-27 | |
| No filing history on record for this holder in this stock. | ||||||