San Luis Wealth Advisors LLC
Position in BTI — British American Tobacco p.l.c.
CIK 1844709
SAN LUIS OBISPO, CA
Position in BTI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,137,989
+$25,188 QoQ
Shares Held
18,426
-3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#345
of 903 holders
Holding Since
Jun 2024
9 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, 2026San Luis Wealth Advisors LLC holds $4,182,652 across 3 Tobacco names. BTI ranks #3 (27.2% of the industry book) .
All Filings in BTI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,137,989 | 18,426 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,112,801 | 19,032 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,061,398 | 18,746 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $878,792 | 16,556 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $787,713 | 16,643 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $759,304 | 18,354 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $882,249 | 24,291 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $760,864 | 20,800 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $336,765 | 10,888 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||