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Burt Wealth Advisors: BIV position timeline

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

Burt Wealth Advisors held 458,065 BIV 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 458,065 shares
    Change vs previous 13F +13,140 shares

    8.78% of the 13F portfolio, value $35,770,262.

    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 444,925 shares
    Change vs previous 13F +13,997 shares

    7.87% of the 13F portfolio, value $34,410,503.

    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 430,928 shares
    Change vs previous 13F +16,661 shares

    8.27% of the 13F portfolio, value $32,996,152.

    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 414,267 shares
    Change vs previous 13F +33,745 shares

    7.86% of the 13F portfolio, value $30,958,206.

    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 380,522 shares
    Change vs previous 13F +16,595 shares

    7.34% of the 13F portfolio, value $29,821,483.

    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 363,927 shares
    Change vs previous 13F -1,749 shares

    7.18% of the 13F portfolio, value $27,254,470.

    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 365,676 shares
    Change vs previous 13F +39,953 shares

    6.99% of the 13F portfolio, value $27,572,004.

    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 325,723 shares
    Change vs previous 13F not available

    7.1% of the 13F portfolio, value $24,878,756.

    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).