Sound View Wealth Advisors Group, LLC
Position in BTI — British American Tobacco p.l.c.
CIK 1784777
SAVANNAH, GA
Position in BTI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$556,025
+$22,545 QoQ
Shares Held
9,003
-1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#448
of 903 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in BTI Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Sound View Wealth Advisors Group, LLC holds $12,650,963 across 3 Tobacco names. BTI ranks #3 (4.4% of the industry book) .
All Filings in BTI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $556,025 | 9,003 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $533,480 | 9,124 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $464,114 | 8,197 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $437,485 | 8,242 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $393,264 | 8,309 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $368,854 | 8,916 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $323,393 | 8,904 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $316,270 | 8,646 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $280,318 | 9,063 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $249,856 | 8,192 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $294,100 | 10,041 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $339,290 | 10,802 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $301,821 | 9,091 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $325,948 | 9,281 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $401,439 | 10,041 | Shares | Sole | 2024-02-13 | |
| 2022-09-30 | $263,587 | 7,425 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $382,285 | 8,909 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $376,741 | 8,936 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $333,472 | 8,914 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $347,472 | 9,849 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $413,541 | 10,520 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $352,495 | 9,099 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $377,899 | 10,080 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $459,719 | 12,717 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $610,987 | 15,739 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $573,605 | 16,777 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||