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Disclosery

NewEdge Wealth, LLC: BTI position timeline

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

NewEdge Wealth, LLC held 80,822 BTI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 80,822 shares
    Change vs previous 13F +9,527 shares

    0.05% of the 13F portfolio, value $4,991,557.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 71,295 shares
    Change vs previous 13F +12,599 shares

    0.05% of the 13F portfolio, value $4,168,606.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 58,696 shares
    Change vs previous 13F +187 shares

    0.04% of the 13F portfolio, value $3,323,370.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, 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 58,509 shares
    Change vs previous 13F +1,764 shares

    0.05% of the 13F portfolio, value $3,152,441.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, 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 56,745 shares
    Change vs previous 13F +169 shares

    0.05% of the 13F portfolio, value $3,216,872.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, 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 56,576 shares
    Change vs previous 13F +15,366 shares

    0.04% of the 13F portfolio, value $2,340,569.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, 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 41,210 shares
    Change vs previous 13F +14,823 shares

    0.03% of the 13F portfolio, value $1,496,746.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, 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 26,387 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $965,248.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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