Independent Advisor Alliance

Position in BTI — British American Tobacco p.l.c.

CIK 1696899 CHARLOTTE, NC

Position in BTI

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,240,572

+$33,869 QoQ

Shares Held

20,087

-2.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#327

of 903 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Independent Advisor Alliance holds $22,728,484 across 4 Tobacco names. BTI ranks #3 (5.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	70,374	$12,731,359
2	MO	Altria Group, Inc.	121,392	$8,734,153
3	BTI	British American Tobacco p.l.c. This page	20,087	$1,240,572
4	ISPR	Ispire Technology Inc.	20,000	$22,400

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,240,572	20,087	-2.7%	Shares	Sole	2026-08-12
2026-03-31	$1,206,703	20,638	-15.2%	Shares	Sole	2026-05-12
2025-12-31	$1,377,450	24,328	+19.5%	Shares	Sole	2026-02-04
2025-09-30	$1,080,443	20,355	-6.0%	Shares	Sole	2025-11-04
2025-06-30	$1,024,741	21,651	+9.5%	Shares	Sole	2025-08-11
2025-03-31	$818,215	19,778	+1.2%	Shares	Sole	2025-05-12
2024-12-31	$710,091	19,551	+9.0%	Shares	Sole	2025-02-07
2024-09-30	$656,134	17,937	+11.2%	Shares	Sole	2024-11-13
2024-06-30	$499,023	16,134	+20.1%	Shares	Sole	2024-08-12
2024-03-31	$409,676	13,432	+11.2%	Shares	Sole	2024-05-08
2023-12-31	$353,911	12,083	-15.5%	Shares	Sole	2024-02-08
2023-09-30	$448,880	14,291	-20.0%	Shares	Sole	2023-10-24
2023-06-30	$593,051	17,863	+0.0%	Shares	Sole	2023-07-28
2023-03-31	$627,172	17,858	-0.2%	Shares	Sole	2023-05-12
2022-12-31	$715,242	17,890	+7.0%	Shares	Sole	2023-02-13
2022-09-30	$593,311	16,713	+9.2%	Shares	Sole	2022-11-04
2022-06-30	$656,952	15,310	+10.8%	Shares	Sole	2022-08-04
2022-03-31	$582,609	13,819	+19.1%	Shares	Sole	2022-05-06
2021-12-31	$433,993	11,601	-80.0%	Shares	Sole	2022-02-11
2021-09-30	$2,044,229	57,943	+262.0%	Shares	Sole	2021-11-01
2021-06-30	$629,274	16,008	+32.1%	Shares	Sole	2021-08-12
2021-03-31	$469,373	12,116	-0.0%	Shares	Sole	2021-05-14
2020-12-31	$454,341	12,119	-0.6%	Shares	Sole	2021-02-11
2020-09-30	$440,668	12,190	+23.6%	Shares	Sole	2020-11-04
2020-06-30	$382,998	9,866	-26.7%	Shares	Sole	2020-08-06
2020-03-31	$459,992	13,454	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.