Skip to content
Disclosery

Burt Wealth Advisors: BSV position timeline

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

Burt Wealth Advisors held 14,504 BSV 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 14,504 shares
    Change vs previous 13F -250 shares

    0.28% of the 13F portfolio, value $1,144,511.

    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 14,754 shares
    Change vs previous 13F -250 shares

    0.27% of the 13F portfolio, value $1,161,140.

    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 15,004 shares
    Change vs previous 13F -129 shares

    0.29% of the 13F portfolio, value $1,174,513.

    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 15,133 shares
    Change vs previous 13F -330 shares

    0.3% of the 13F portfolio, value $1,169,327.

    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 15,463 shares
    Change vs previous 13F -1,792 shares

    0.3% of the 13F portfolio, value $1,216,783.

    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 17,255 shares
    Change vs previous 13F +231 shares

    0.35% of the 13F portfolio, value $1,323,459.

    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 17,024 shares
    Change vs previous 13F +15 shares

    0.33% of the 13F portfolio, value $1,305,230.

    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 17,009 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,310,033.

    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).