EVOLVE PRIVATE WEALTH, LLC
Position in BTI — British American Tobacco p.l.c.
CIK 2111131
LOS ANGELES, CA
Position in BTI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,456,794
+$118,825 QoQ
Shares Held
23,588
+3.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#299
of 904 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in BTI Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $7,054,817 across 3 Tobacco names. BTI ranks #2 (20.6% of the industry book) .
All Filings in BTI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,456,794 | 23,588 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,337,969 | 22,883 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,207,987 | 21,335 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||