Advisor OS, LLC

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

CIK 1767580 CHICAGO, IL

Position in BTI

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$320,717

-$43,490 QoQ

Shares Held

5,193

-16.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#583

of 903 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Advisor OS, LLC holds $2,569,465 across 3 Tobacco names. BTI ranks #3 (12.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	8,055	$1,457,229
2	MO	Altria Group, Inc.	11,001	$791,519
3	BTI	British American Tobacco p.l.c. This page	5,193	$320,717

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$320,717	5,193	-16.6%	Shares	Sole	2026-08-05
2026-03-31	$364,207	6,229	—	Shares	Sole	2026-05-08
No filing history on record for this holder in this stock.