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Disclosery

BURKETT FINANCIAL SERVICES, LLC: IBDR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BURKETT FINANCIAL SERVICES, LLC on IBDR, newest first. How the timeline and the estimate are built.

BURKETT FINANCIAL SERVICES, LLC held 2,407 IBDR shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,407 shares
    Change vs previous 13F +24 shares

    0.02% of the 13F portfolio, value $58,349.

    13F-HR 0001762716-26-000006 filed by BURKETT FINANCIAL SERVICES, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,383 shares
    Change vs previous 13F +24 shares

    0.02% of the 13F portfolio, value $57,753.

    13F-HR 0001762716-26-000003 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,359 shares
    Change vs previous 13F +15 shares

    0.02% of the 13F portfolio, value $57,204.

    13F-HR 0001762716-26-000002 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,344 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $56,795.

    13F-HR 0001762716-26-000001 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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