Physician Wealth Advisors, Inc.
Position in BTI — British American Tobacco p.l.c.
CIK 1795173
MIDVALE, UT
Position in BTI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$14,945
+$1,439 QoQ
Shares Held
242
+4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#794
of 903 holders
Holding Since
Dec 2024
7 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, 2026Physician Wealth Advisors, Inc. holds $166,194 across 4 Tobacco names. BTI ranks #3 (9.0% of the industry book) .
All Filings in BTI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,945 | 242 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $13,506 | 231 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $13,079 | 231 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $9,660 | 182 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $8,614 | 182 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $5,957 | 144 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $8,862 | 244 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||