Foundations Investment Advisors, LLC
EndowmentPosition in BTI — British American Tobacco p.l.c.
CIK 1743404
PHOENIX, AZ
Position in BTI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,740,952
+$226,053 QoQ
Shares Held
28,189
+8.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#279
of 909 holders
Holding Since
Dec 2022
13 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, 2026Foundations Investment Advisors, LLC holds $62,164,629 across 4 Tobacco names. BTI ranks #3 (2.8% of the industry book) .
All Filings in BTI
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,740,952 | 28,189 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,514,899 | 25,909 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,343,083 | 23,721 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $553,252 | 10,423 | Shares | Sole | 2025-11-03 | |
| 2024-12-31 | $7,215,294 | 198,659 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $5,478,623 | 149,771 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $4,034,076 | 130,426 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,687,450 | 120,900 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,414,774 | 116,585 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,334,799 | 106,170 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $3,258,480 | 98,147 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $2,966,797 | 84,476 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $284,057 | 7,105 | Shares | Sole | 2023-01-11 | |
| No filing history on record for this holder in this stock. | ||||||