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Livermore
Livermore
ZHEN

AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

BTI holding history

British American Tobacco p.l.c. in every 13F filed by AE Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BTI overviewAll 13F holders of BTIFull Q2 2026 holdings

Shares (Q2 2026)
19,842
Value
$1.23M
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of BTI by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202619,842$1.23M<0.1%−771−3.7%ReducedHolders
Q1 202620,613$1.21M<0.1%+5,271+34.4%AddedHolders
Q4 202515,342$868.7K<0.1%+2,025+15.2%AddedHolders
Q3 202513,317$706.9K<0.1%+2,389+21.9%AddedHolders
Q2 202510,928$517.2K<0.1%+10,928NewHolders
Q4 20240$00.0%−7,365−100.0%Sold outHolders
Q3 20247,365$269.5K<0.1%−2,573−25.9%ReducedHolders
Q2 20249,938$307.4K<0.1%+175+1.8%AddedHolders
Q1 20249,763$297.8K<0.1%−57,738−85.5%ReducedHolders
Q4 202367,501$2.00M<0.1%+22,300+49.3%AddedHolders
Q3 202345,201$1.42M<0.1%+1,494+3.4%AddedHolders
Q2 202343,707$1.45M<0.1%−28,585−39.5%ReducedHolders
Q1 202372,292$2.54M<0.1%+1,909+2.7%AddedHolders
Q4 202270,383$2.81M<0.1%+2,308+3.4%AddedHolders
Q3 202268,075$2.42M<0.1%−1,622−2.3%ReducedHolders
Q2 202269,697$2.99M<0.1%+8,669+14.2%AddedHolders
Q1 202261,028$2.57M<0.1%+13,731+29.0%AddedHolders
Q4 202147,297$1.77M<0.1%+15,022+46.5%AddedHolders
Q3 202132,275$1.14M<0.1%+3,116+10.7%AddedHolders
Q2 202129,159$1.15M<0.1%+3,936+15.6%AddedHolders
Q1 202125,223$977.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.