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Burt Wealth Advisors: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Burt Wealth Advisors on AAPL, newest first. How the timeline and the estimate are built.

Burt Wealth Advisors held 27,257 AAPL shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 27,257 shares
    Change vs previous 13F -448 shares

    1.7% of the 13F portfolio, value $6,940,525.

    13F-HR 0001705819-25-000078 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 27,705 shares
    Change vs previous 13F -189 shares

    1.3% of the 13F portfolio, value $5,684,288.

    13F-HR 0001705819-25-000043 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 27,894 shares
    Change vs previous 13F +454 shares

    1.55% of the 13F portfolio, value $6,196,147.

    13F-HR 0001705819-25-000026 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 27,440 shares
    Change vs previous 13F +4 shares

    1.74% of the 13F portfolio, value $6,871,579.

    13F-HR 0001705819-25-000020 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 27,436 shares
    Change vs previous 13F -1,395 shares

    1.57% of the 13F portfolio, value $6,392,634.

    13F-HR 0001705819-24-000063 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 28,831 shares
    Change vs previous 13F -8,534 shares

    1.6% of the 13F portfolio, value $6,072,423.

    13F-HR 0001705819-24-000038 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 37,365 shares
    Change vs previous 13F +8,427 shares

    1.62% of the 13F portfolio, value $6,407,401.

    13F-HR 0001705819-24-000024 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 28,938 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $5,571,368.

    13F-HR 0001705819-24-000013 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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