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BURKETT FINANCIAL SERVICES, LLC: T position timeline

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

BURKETT FINANCIAL SERVICES, LLC held 57,295 T 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 57,295 shares
    Change vs previous 13F +1,193 shares

    0.42% of the 13F portfolio, value $1,398,009.

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

  2. period ended2026-06-30
    13F 56,102 shares
    Change vs previous 13F +240 shares

    0.36% of the 13F portfolio, value $1,161,324.

    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 55,862 shares
    Change vs previous 13F -16,400 shares

    0.55% of the 13F portfolio, value $1,619,467.

    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 72,262 shares
    Change vs previous 13F -10,934 shares

    0.61% of the 13F portfolio, value $1,795,012.

    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 83,196 shares
    Change vs previous 13F +821 shares

    0.81% of the 13F portfolio, value $2,349,455.

    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 82,375 shares
    Change vs previous 13F +9,491 shares

    0.86% of the 13F portfolio, value $2,383,927.

    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 72,884 shares
    Change vs previous 13F +822 shares

    0.84% of the 13F portfolio, value $2,061,146.

    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 72,062 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $1,640,858.

    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).