Position in BTI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$65,959
+$35,497 QoQ
Shares Held
1,068
+105.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#735
of 903 holders
Holding Since
Mar 2020
19 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, 2026Clearstead Advisors, LLC holds $23,511,025 across 4 Tobacco names. BTI ranks #3 (0.3% of the industry book) .
All Filings in BTI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,959 | 1,068 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $30,462 | 521 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $29,102 | 514 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $28,132 | 530 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $30,243 | 639 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $7,612 | 184 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $28,692 | 790 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $66,721 | 1,824 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $87,439 | 2,827 | Shares | Sole | 2024-08-12 | |
| 2023-12-31 | $10,368 | 354 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $14,385 | 458 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $21,712 | 654 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $12,432 | 354 | Shares | Sole | 2023-05-09 | |
| 2022-03-31 | $40,979 | 972 | Shares | Sole | 2022-05-04 | |
| 2021-09-30 | $34,362 | 974 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $65,765 | 1,673 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $37,732 | 974 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $36,515 | 974 | Shares | Sole | 2021-02-11 | |
| 2020-03-31 | $26,189 | 766 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||