DIVERSIFY WEALTH MANAGEMENT, LLC
Position in BTI — British American Tobacco p.l.c.
CIK 2030780
SANDY, UT
Position in BTI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,569,216
+$138,619 QoQ
Shares Held
41,600
+0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#235
of 903 holders
Holding Since
Sep 2025
4 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, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $23,031,222 across 3 Tobacco names. BTI ranks #3 (11.2% of the industry book) .
All Filings in BTI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,569,216 | 41,600 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $2,430,597 | 41,570 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,380,452 | 24,381 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,150,721 | 21,679 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||