KINGSWOOD WEALTH ADVISORS, LLC
Position in BTI — British American Tobacco p.l.c.
CIK 1987855
SAN DIEGO, CA
Position in BTI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,118,411
-$27,308 QoQ
Shares Held
18,109
-7.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#348
of 904 holders
Holding Since
Jun 2024
9 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, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $6,264,958 across 3 Tobacco names. BTI ranks #3 (17.9% of the industry book) .
All Filings in BTI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,118,411 | 18,109 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,145,719 | 19,595 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,268,174 | 22,398 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $994,400 | 18,734 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $606,439 | 12,813 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $477,037 | 11,531 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $434,350 | 11,959 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $437,240 | 11,953 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $311,990 | 10,087 | Shares | Sole | 2024-07-09 | |
| No filing history on record for this holder in this stock. | ||||||