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Moran Wealth Management, LLC: BTI position timeline

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

Moran Wealth Management, LLC held 160,852 BTI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 160,852 shares
    Change vs previous 13F -236 shares

    0.27% of the 13F portfolio, value $9,934,220.

    13F-HR 0001965334-26-000004 filed by Moran Wealth Management, 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 161,088 shares
    Change vs previous 13F +8,001 shares

    0.29% of the 13F portfolio, value $9,418,815.

    13F-HR 0002085853-26-000507 filed by Moran Wealth Management, 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 153,087 shares
    Change vs previous 13F +2 shares

    0.27% of the 13F portfolio, value $8,667,786.

    13F-HR 0002085853-26-000091 filed by Moran Wealth Management, 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 153,085 shares
    Change vs previous 13F -3,187 shares

    0.24% of the 13F portfolio, value $8,125,734.

    13F-HR 0002085853-25-000149 filed by Moran Wealth Management, 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 156,272 shares
    Change vs previous 13F -2,943 shares

    0.23% of the 13F portfolio, value $7,396,369.

    13F-HR 0001667731-25-000988 filed by Moran Wealth Management, 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 159,215 shares
    Change vs previous 13F -6,328 shares

    0.22% of the 13F portfolio, value $6,586,709.

    13F-HR 0001667731-25-000498 filed by Moran Wealth Management, 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 165,543 shares
    Change vs previous 13F -4,829 shares

    0.19% of the 13F portfolio, value $6,012,522.

    13F-HR 0001667731-25-000219 filed by Moran Wealth Management, 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 170,372 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $6,232,208.

    13F-HR 0001221073-24-000098 filed by Moran Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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