AE Wealth Management LLC

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

CIK 1697723 TOPEKA, KS

Position in BTI

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,225,437

+$20,200 QoQ

Shares Held

19,842

-3.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#330

of 903 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

AE Wealth Management LLC holds $141,925,035 across 4 Tobacco names. BTI ranks #3 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	502,556	$90,917,367
2	MO	Altria Group, Inc.	687,185	$49,442,923
3	BTI	British American Tobacco p.l.c. This page	19,842	$1,225,437
4	UVV	Universal Corp /Va/	6,504	$339,308

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,225,437	19,842	-3.7%	Shares	Sole	2026-08-03
2026-03-31	$1,205,237	20,613	+34.4%	Shares	Sole	2026-05-13
2025-12-31	$868,662	15,342	+15.2%	Shares	Sole	2026-01-26
2025-09-30	$706,865	13,317	+21.9%	Shares	Sole	2025-11-03
2025-06-30	$517,221	10,928	+48.4%	Shares	Other	2025-08-06
2024-09-30	$269,411	7,365	-25.9%	Shares	Other	2024-11-14
2024-06-30	$307,381	9,938	+1.8%	Shares	Other	2024-08-12
2024-03-31	$297,771	9,763	-85.5%	Shares	Other	2024-05-15
2023-12-31	$1,977,104	67,501	+49.3%	Shares	Sole	2024-02-14
2023-09-30	$1,419,763	45,201	+3.4%	Shares	Sole	2023-10-11
2023-06-30	$1,451,072	43,707	-39.5%	Shares	Sole	2023-07-10
2023-03-31	$2,538,895	72,292	+2.7%	Shares	Sole	2023-04-14
2022-12-31	$2,813,912	70,383	+3.4%	Shares	Sole	2023-01-31
2022-09-30	$2,416,662	68,075	-2.3%	Shares	Sole	2022-10-25
2022-06-30	$2,990,698	69,697	+14.2%	Shares	Sole	2022-08-03
2022-03-31	$2,572,940	61,028	+29.0%	Shares	Sole	2022-04-18
2021-12-31	$1,769,380	47,297	+46.5%	Shares	Sole	2022-01-20
2021-09-30	$1,138,662	32,275	+10.7%	Shares	Sole	2021-11-01
2021-06-30	$1,146,240	29,159	+15.6%	Shares	Sole	2021-07-21
2021-03-31	$977,139	25,223	-6.4%	Shares	Sole	2021-04-27
2020-12-31	$1,010,280	26,948	-18.3%	Shares	Sole	2021-02-01
2020-09-30	$1,192,986	33,001	+21.4%	Shares	Sole	2020-11-06
2020-06-30	$1,055,671	27,194	+24.8%	Shares	Sole	2020-08-05
2020-03-31	$745,273	21,798	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.