Position in BTI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,565,739
+$148,368 QoQ
Shares Held
25,352
+4.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#291
of 904 holders
Holding Since
Mar 2022
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BTI Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Aaron Wealth Advisors LLC holds $5,664,135 across 3 Tobacco names. BTI ranks #2 (27.6% of the industry book) .
All Filings in BTI
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,565,739 | 25,352 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,417,371 | 24,241 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,105,448 | 19,524 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $757,770 | 14,276 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $703,276 | 14,859 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $571,361 | 13,811 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $485,235 | 13,360 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $434,204 | 11,870 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $274,534 | 8,876 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $243,085 | 7,970 | Shares | Sole | 2024-04-25 | |
| 2022-03-31 | $1,071,791 | 25,422 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||