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Disclosery

Burt Wealth Advisors: AOR position timeline

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

Burt Wealth Advisors held 63,984 AOR 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 63,984 shares
    Change vs previous 13F -92 shares

    1.01% of the 13F portfolio, value $4,119,290.

    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 64,076 shares
    Change vs previous 13F -375 shares

    0.9% of the 13F portfolio, value $3,945,159.

    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 64,451 shares
    Change vs previous 13F -854 shares

    0.93% of the 13F portfolio, value $3,710,444.

    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 65,305 shares
    Change vs previous 13F -150 shares

    0.95% of the 13F portfolio, value $3,743,283.

    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 65,455 shares
    Change vs previous 13F -200 shares

    0.95% of the 13F portfolio, value $3,877,554.

    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 65,655 shares
    Change vs previous 13F -921 shares

    0.97% of the 13F portfolio, value $3,697,690.

    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 66,576 shares
    Change vs previous 13F -801 shares

    0.94% of the 13F portfolio, value $3,706,296.

    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 67,377 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $3,583,790.

    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).