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Disclosery

LPL Financial LLC: BTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on BTI, newest first. How the timeline and the estimate are built.

LPL Financial LLC held 2,536,967 BTI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,536,967 shares
    Change vs previous 13F +147,142 shares

    0.04% of the 13F portfolio, value $156,683,117.

    13F-HR 0001403438-26-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,389,825 shares
    Change vs previous 13F +297,055 shares

    0.04% of the 13F portfolio, value $139,733,047.

    13F-HR 0001403438-26-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,092,770 shares
    Change vs previous 13F +110,113 shares

    0.03% of the 13F portfolio, value $118,492,655.

    13F-HR 0001403438-26-000001 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,982,657 shares
    Change vs previous 13F +193,807 shares

    0.03% of the 13F portfolio, value $105,239,431.

    13F-HR 0001403438-25-000006 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,788,850 shares
    Change vs previous 13F +958,192 shares

    0.03% of the 13F portfolio, value $84,666,275.

    13F-HR 0001403438-25-000005 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 830,658 shares
    Change vs previous 13F +91,247 shares

    0.01% of the 13F portfolio, value $34,364,306.

    13F-HR 0001403438-25-000003 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 739,411 shares
    Change vs previous 13F -383,863 shares

    0.01% of the 13F portfolio, value $26,855,376.

    13F-HR 0001403438-25-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,123,274 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $41,089,352.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).