Orca Wealth Management, LLC: BTI position timeline

Orca Wealth Management, LLC held 69,776 BTI shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 69,776 shares

   Change vs previous 13F +2,966 shares

   2.59% of the 13F portfolio, value $4,309,385.

   13F-HR 0002043765-26-000002 filed by Orca Wealth Management, LLC
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 66,810 shares

   Change vs previous 13F +4,598 shares

   2.78% of the 13F portfolio, value $3,906,392.

   13F-HR 0002085853-26-000478 filed by Orca Wealth Management, LLC
   Filed 2026-04-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 62,212 shares

   Change vs previous 13F +4,892 shares

   2.74% of the 13F portfolio, value $3,831,618.

   13F-HR 0002085853-26-000215 filed by Orca Wealth Management, LLC
   Filed 2026-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 57,320 shares

   Change vs previous 13F +1,037 shares

   2.3% of the 13F portfolio, value $3,042,536.

   13F-HR 0002085853-25-000270 filed by Orca Wealth Management, LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 56,283 shares

   Change vs previous 13F not available

   2.24% of the 13F portfolio, value $2,663,920.

   13F-HR 0001667731-25-000916 filed by Orca Wealth Management, LLC
   Filed 2025-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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