Synergy Investment Management, LLC

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

CIK 2053786 ALTAMONTE SPRINGS, FL

Position in BTI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$132,967

+$15,677 QoQ

Shares Held

2,153

+7.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#709

of 903 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Synergy Investment Management, LLC holds $502,457 across 3 Tobacco names. BTI ranks #3 (26.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc.	2,875	$206,854
2	PM	Philip Morris International Inc.	899	$162,636
3	BTI	British American Tobacco p.l.c. This page	2,153	$132,967

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$132,967	2,153	+7.3%	Shares	Other	2026-08-14
2026-03-31	$117,290	2,006	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.