Aprio Wealth Management, LLC
Position in BTI — British American Tobacco p.l.c.
CIK 1803519
ATLANTA, GA
Position in BTI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,469,579
+$260,537 QoQ
Shares Held
23,795
+15.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#296
of 903 holders
Holding Since
Dec 2023
10 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, 2026Aprio Wealth Management, LLC holds $5,991,488 across 3 Tobacco names. BTI ranks #3 (24.5% of the industry book) .
All Filings in BTI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,469,579 | 23,795 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,209,042 | 20,678 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,170,675 | 20,676 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,121,686 | 21,132 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $911,528 | 19,259 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $798,275 | 19,296 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $537,608 | 14,802 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $434,094 | 11,867 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $300,051 | 9,701 | Shares | Sole | 2024-07-10 | |
| 2023-12-31 | $206,025 | 7,034 | Shares | Sole | 2024-01-17 | |
| No filing history on record for this holder in this stock. | ||||||