Concurrent Investment Advisors, LLC

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

CIK 2001015 Tampa, FL

Position in BTI

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,748,487

+$722,047 QoQ

Shares Held

28,311

+61.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#277

of 903 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $22,759,889 across 4 Tobacco names. BTI ranks #3 (7.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc.	151,975	$10,934,600
2	PM	Philip Morris International Inc.	52,588	$9,513,694
3	BTI	British American Tobacco p.l.c. This page	28,311	$1,748,487
4	RYM	RYTHM, Inc.	22,100	$563,108

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,748,487	28,311	+61.3%	Shares	Sole	2026-07-27
2026-03-31	$1,026,440	17,555	+20.2%	Shares	Sole	2026-04-21
2025-12-31	$827,104	14,608	+62.8%	Shares	Sole	2026-01-29
2025-09-30	$476,339	8,974	+3.0%	Shares	Sole	2025-10-27
2025-06-30	$412,480	8,715	+19.2%	Shares	Sole	2025-07-25
2025-03-31	$302,497	7,312	-84.7%	Shares	Sole	2025-04-29
2024-12-31	$1,732,609	47,704	+72.7%	Shares	Sole	2025-02-03
2024-09-30	$1,010,339	27,620	-44.4%	Shares	Sole	2024-10-30
2024-06-30	$1,536,231	49,668	—	Shares	Sole	2024-07-30
No filing history on record for this holder in this stock.