SAGE RHINO CAPITAL LLC: BTI position timeline

SAGE RHINO CAPITAL LLC held 7,335 BTI shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 7,335 shares

   Change vs previous 13F +59 shares

   0.07% of the 13F portfolio, value $453,010.

   13F-HR 0001771605-26-000004 filed by SAGE RHINO CAPITAL LLC
   Filed 2026-08-03 (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 7,276 shares

   Change vs previous 13F +115 shares

   0.08% of the 13F portfolio, value $425,428.

   13F-HR 0001771605-26-000002 filed by SAGE RHINO CAPITAL LLC
   Filed 2026-04-28 (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 7,161 shares

   Change vs previous 13F +219 shares

   0.08% of the 13F portfolio, value $405,456.

   13F-HR 0001771605-26-000001 filed by SAGE RHINO CAPITAL LLC
   Filed 2026-01-30 (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 6,942 shares

   Change vs previous 13F +162 shares

   0.07% of the 13F portfolio, value $368,481.

   13F-HR 0001771605-25-000002 filed by SAGE RHINO CAPITAL LLC
   Filed 2025-10-31 (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 6,780 shares

   Change vs previous 13F +30 shares

   0.07% of the 13F portfolio, value $320,897.

   13F-HR 0001085146-25-003912 filed by SAGE RHINO CAPITAL LLC
   Filed 2025-07-17 (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).

6. period ended2025-03-31

   13F 6,750 shares

   Change vs previous 13F +184 shares

   0.06% of the 13F portfolio, value $279,248.

   13F-HR 0001085146-25-002506 filed by SAGE RHINO CAPITAL LLC
   Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 6,566 shares

   Change vs previous 13F +154 shares

   0.05% of the 13F portfolio, value $238,477.

   13F-HR 0001085146-25-000854 filed by SAGE RHINO CAPITAL LLC
   Filed 2025-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 6,412 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $234,551.

   13F-HR 0001085146-24-005305 filed by SAGE RHINO CAPITAL LLC
   Filed 2024-11-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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