Naviter Wealth, LLC

Position in BTI — British American Tobacco p.l.c.

CIK 1855567 LITTLE ROCK, AR

Position in BTI

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$3,206,208

+$789,643 QoQ

Shares Held

51,914

+25.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#212

of 903 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Consumer Defensive · as of Jun 30, 2026

Naviter Wealth, LLC holds $4,840,151 across 3 Tobacco names. BTI ranks #1 (66.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BTI	British American Tobacco p.l.c. This page	51,914	$3,206,208
2	PM	Philip Morris International Inc.	7,678	$1,389,026
3	MO	Altria Group, Inc.	3,404	$244,917

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,206,208	51,914	+25.6%	Shares	Sole	2026-08-07
2026-03-31	$2,416,565	41,330	+4.2%	Shares	Sole	2026-04-10
2025-12-31	$2,245,662	39,662	-14.8%	Shares	Sole	2026-01-21
2025-09-30	$2,469,971	46,533	-4.6%	Shares	Sole	2025-11-06
2025-06-30	$2,307,621	48,756	+2.7%	Shares	Sole	2025-07-28
2025-03-31	$1,964,744	47,492	+0.7%	Shares	Sole	2025-04-25
2024-12-31	$1,712,596	47,153	-16.6%	Shares	Sole	2025-02-07
2024-09-30	$2,068,196	56,539	+0.1%	Shares	Sole	2024-10-16
2024-06-30	$1,747,730	56,506	+7.6%	Shares	Sole	2024-08-02
2024-03-31	$1,601,433	52,506	+59.5%	Shares	Sole	2024-04-18
2023-12-31	$964,431	32,927	-13.5%	Shares	Sole	2024-02-05
2023-09-30	$1,195,747	38,069	+48.7%	Shares	Sole	2023-11-14
2023-06-30	$850,185	25,608	-14.8%	Shares	Sole	2023-07-20
2023-03-31	$1,055,636	30,058	+74.8%	Shares	Sole	2023-04-12
2022-12-31	$687,616	17,199	-23.7%	Shares	Sole	2023-01-31
2022-09-30	$800,063	22,537	+14.0%	Shares	Sole	2022-10-27
2022-06-30	$847,987	19,762	—	Shares	Sole	2022-07-18
No filing history on record for this holder in this stock.