Skip to content
Disclosery

Burt Wealth Advisors: EEMA position timeline

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

Burt Wealth Advisors held 11,143 EEMA 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 11,143 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $1,022,370.

    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 11,143 shares
    Change vs previous 13F +463 shares

    0.21% of the 13F portfolio, value $919,855.

    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 10,680 shares
    Change vs previous 13F +2 shares

    0.2% of the 13F portfolio, value $791,068.

    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 10,678 shares
    Change vs previous 13F +92 shares

    0.19% of the 13F portfolio, value $765,079.

    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 10,586 shares
    Change vs previous 13F -977 shares

    0.2% of the 13F portfolio, value $829,413.

    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 11,563 shares
    Change vs previous 13F -394 shares

    0.22% of the 13F portfolio, value $838,086.

    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 11,957 shares
    Change vs previous 13F -2,003 shares

    0.21% of the 13F portfolio, value $814,391.

    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 13,960 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $922,896.

    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).