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Kestra Advisory Services, LLC: BTI position timeline

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

Kestra Advisory Services, LLC held 95,586 BTI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 95,586 shares
    Change vs previous 13F +15,071 shares

    0.01% of the 13F portfolio, value $5,903,397.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 36,337 shares
    • Kestra Advisory Services, LLC: 59,249 shares

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

  2. period ended2026-03-31
    13F 80,515 shares
    Change vs previous 13F -5,011 shares

    0.01% of the 13F portfolio, value $4,707,705.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 31,205 shares
    • Kestra Advisory Services, LLC: 49,310 shares

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

  3. period ended2025-12-31
    13F 85,526 shares
    Change vs previous 13F +5,848 shares

    0.01% of the 13F portfolio, value $4,842,475.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 23,219 shares
    • Kestra Advisory Services, LLC: 62,307 shares

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

  4. period ended2025-09-30
    13F 79,678 shares
    Change vs previous 13F -4,556 shares

    0.01% of the 13F portfolio, value $4,229,313.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 22,517 shares
    • Kestra Advisory Services, LLC: 57,161 shares

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

  5. period ended2025-06-30
    13F 84,234 shares
    Change vs previous 13F +6,214 shares

    0.01% of the 13F portfolio, value $3,986,807.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 23,830 shares
    • Kestra Advisory Services, LLC: 60,404 shares

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

  6. period ended2025-03-31
    13F/A 78,020 shares
    Change vs previous 13F -10,986 shares

    0.01% of the 13F portfolio, value $3,227,688.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 24,561 shares
    • Kestra Advisory Services, LLC: 53,459 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 89,006 shares
    Change vs previous 13F +19,361 shares

    0.01% of the 13F portfolio, value $3,232,682.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 25,171 shares
    • Kestra Advisory Services, LLC: 63,795 shares
    • Kestra Investment Management, LLC: 40 shares

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

  8. period ended2024-09-30
    13F 69,645 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,547,606.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 13,112 shares
    • Kestra Advisory Services, LLC: 56,533 shares

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