Skip to content

Burt Wealth Advisors: EEMV position timeline

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

Burt Wealth Advisors held 4,764 EEMV 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 4,764 shares
    Change vs previous 13F -53 shares

    0.07% of the 13F portfolio, value $304,086.

    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 4,817 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $302,508.

    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 4,817 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $281,024.

    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 4,817 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $279,338.

    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 4,817 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $302,026.

    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 4,817 shares
    Change vs previous 13F -286 shares

    0.07% of the 13F portfolio, value $275,581.

    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 5,103 shares
    Change vs previous 13F -100 shares

    0.07% of the 13F portfolio, value $288,779.

    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 5,203 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $289,235.

    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).