Position in BTI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,264,553
+$103,561 QoQ
Shares Held
36,667
-0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#255
of 904 holders
Holding Since
Mar 2020
26 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, 2026WEALTH ALLIANCE, LLC holds $7,338,348 across 3 Tobacco names. BTI ranks #2 (30.9% 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 | $2,264,553 | 36,667 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $2,160,992 | 36,959 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,837,715 | 32,457 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,698,135 | 31,992 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $1,382,603 | 29,212 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $246,151 | 5,950 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $222,351 | 6,122 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $833,255 | 22,779 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $681,109 | 22,021 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $694,058 | 22,756 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $617,579 | 21,085 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $779,721 | 24,824 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $726,250 | 21,875 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $1,361,391 | 38,764 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $1,452,872 | 36,340 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,205,793 | 33,966 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,533,732 | 35,743 | Shares | Defined | 2022-10-11 | |
| 2022-03-31 | $1,507,177 | 35,749 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $1,345,375 | 35,963 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,104,687 | 31,312 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,223,327 | 31,120 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $913,372 | 23,577 | Shares | Defined | 2021-05-18 | |
| 2020-12-31 | $823,692 | 21,971 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $703,334 | 19,456 | Shares | Defined | 2020-12-01 | |
| 2020-06-30 | $572,323 | 14,743 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $413,733 | 12,101 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||