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Disclosery

BURKETT FINANCIAL SERVICES, LLC: ISTB position timeline

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

BURKETT FINANCIAL SERVICES, LLC held 1,249 ISTB 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 1,249 shares
    Change vs previous 13F -1,150 shares

    0.02% of the 13F portfolio, value $59,022.

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

  2. period ended2026-06-30
    13F 2,399 shares
    Change vs previous 13F +1,497 shares

    0.04% of the 13F portfolio, value $115,763.

    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 902 shares
    Change vs previous 13F +784 shares

    0.01% of the 13F portfolio, value $43,710.

    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 118 shares
    Change vs previous 13F -9,585 shares

    <0.01% of the 13F portfolio, value $5,752.

    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).

  5. period ended2025-09-30
    13F 9,703 shares
    Change vs previous 13F +7,458 shares

    0.16% of the 13F portfolio, value $473,895.

    13F-HR 0001762716-25-000006 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).

  6. period ended2025-06-30
    13F 2,245 shares
    Change vs previous 13F +104 shares

    0.04% of the 13F portfolio, value $109,224.

    13F-HR 0001762716-25-000003 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).

  7. period ended2025-03-31
    13F 2,141 shares
    Change vs previous 13F +1,147 shares

    0.04% of the 13F portfolio, value $103,526.

    13F-HR 0001762716-25-000002 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).

  8. period ended2024-12-31
    13F 994 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $47,462.

    13F-HR 0001762716-25-000001 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).