INDEPENDENT FINANCIAL GROUP, LLC

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

CIK 275484 SAN DIEGO, CA

Position in BTI

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$821,963

+$9,114 QoQ

Shares Held

13,309

-4.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#381

of 903 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $7,071,276 across 4 Tobacco names. BTI ranks #3 (11.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MO	Altria Group, Inc.	47,637	$3,427,482
2	PM	Philip Morris International Inc.	14,469	$2,617,586
3	BTI	British American Tobacco p.l.c. This page	13,309	$821,963
4	UVV	Universal Corp /Va/	3,915	$204,245

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$821,963	13,309	-4.3%	Shares	Sole	2026-07-15
2026-03-31	$812,849	13,902	-12.4%	Shares	Sole	2026-05-15
2025-12-31	$898,106	15,862	-8.7%	Shares	Sole	2026-05-15
2025-09-30	$921,787	17,366	-27.3%	Shares	Sole	2026-05-15
2025-06-30	$1,130,808	23,892	-10.7%	Shares	Sole	2026-05-15
2025-03-31	$1,106,233	26,740	-13.6%	Shares	Sole	2026-05-19
2024-12-31	$1,123,450	30,932	+1.6%	Shares	Sole	2026-06-12
2024-09-30	$1,113,202	30,432	-10.0%	Shares	Sole	2026-06-12
2024-06-30	$1,046,021	33,819	-1.2%	Shares	Sole	2026-06-12
2024-03-31	$1,044,167	34,235	+7.5%	Shares	Sole	2026-06-12
2023-12-31	$932,447	31,835	+9.2%	Shares	Sole	2026-06-12
2023-09-30	$915,350	29,142	+34.9%	Shares	Sole	2026-06-12
2023-06-30	$717,186	21,602	+5.0%	Shares	Sole	2026-06-12
2023-03-31	$722,242	20,565	+0.8%	Shares	Sole	2026-06-12
2022-12-31	$815,392	20,395	-2.6%	Shares	Sole	2026-06-15
2022-09-30	$743,228	20,936	+0.3%	Shares	Sole	2026-06-15
2022-06-30	$895,703	20,874	+10.9%	Shares	Sole	2026-06-12
2022-03-31	$793,662	18,825	+4.0%	Shares	Sole	2026-06-12
2021-12-31	$676,971	18,096	+5.1%	Shares	Sole	2026-06-15
2021-09-30	$607,309	17,214	+13.3%	Shares	Sole	2026-06-15
2021-06-30	$597,433	15,198	—	Shares	Sole	2026-06-15
No filing history on record for this holder in this stock.