Position in BTI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$494
-$11,550 QoQ
Shares Held
8
-96.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#894
of 903 holders
Holding Since
Mar 2020
24 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, 2026Key Financial Inc holds $580,233 across 3 Tobacco names. BTI ranks #3 (0.1% of the industry book) .
All Filings in BTI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $494 | 8 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $12,044 | 206 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $12,682 | 224 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $11,889 | 224 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $10,459 | 221 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $9,142 | 221 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $8,026 | 221 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $841 | 23 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $711 | 23 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $701 | 23 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $673 | 23 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $53,899 | 1,716 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $56,971 | 1,716 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $60,265 | 1,716 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $74,242 | 1,857 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $65,923 | 1,857 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $79,683 | 1,857 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $78,291 | 1,857 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $69,470 | 1,857 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $6,914 | 196 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $5,542 | 141 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $5,462 | 141 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $5,286 | 141 | Shares | Sole | 2021-01-29 | |
| 2020-03-31 | $4,820 | 141 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||