Skip to content
Disclosery

Burt Wealth Advisors: EFAV position timeline

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

Burt Wealth Advisors held 276,525 EFAV 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 276,525 shares
    Change vs previous 13F -2,633 shares

    5.76% of the 13F portfolio, value $23,457,587.

    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 279,158 shares
    Change vs previous 13F -2,308 shares

    5.37% of the 13F portfolio, value $23,465,993.

    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 281,466 shares
    Change vs previous 13F -2,530 shares

    5.49% of the 13F portfolio, value $21,931,807.

    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 283,996 shares
    Change vs previous 13F -2,829 shares

    5.1% of the 13F portfolio, value $20,081,356.

    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 286,825 shares
    Change vs previous 13F +1,682 shares

    5.41% of the 13F portfolio, value $21,999,471.

    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 285,143 shares
    Change vs previous 13F -16,507 shares

    5.21% of the 13F portfolio, value $19,776,102.

    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 301,650 shares
    Change vs previous 13F +30,846 shares

    5.42% of the 13F portfolio, value $21,380,956.

    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 270,804 shares
    Change vs previous 13F not available

    5.36% of the 13F portfolio, value $18,777,542.

    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).