Skip to content
Disclosery

Burt Wealth Advisors: FNDX position timeline

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

Burt Wealth Advisors held 651,562 FNDX 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 651,562 shares
    Change vs previous 13F -3,448 shares

    4.21% of the 13F portfolio, value $17,136,089.

    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 655,010 shares
    Change vs previous 13F +15,120 shares

    3.68% of the 13F portfolio, value $16,073,957.

    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 639,890 shares
    Change vs previous 13F +26,116 shares

    3.79% of the 13F portfolio, value $15,107,797.

    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 613,774 shares
    Change vs previous 13F +410,078 shares

    3.69% of the 13F portfolio, value $14,534,161.

    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 203,696 shares
    Change vs previous 13F -4,915 shares

    3.6% of the 13F portfolio, value $14,617,229.

    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 208,611 shares
    Change vs previous 13F -14,548 shares

    3.68% of the 13F portfolio, value $13,972,797.

    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 223,159 shares
    Change vs previous 13F +10,902 shares

    3.81% of the 13F portfolio, value $15,038,709.

    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 212,257 shares
    Change vs previous 13F not available

    3.75% of the 13F portfolio, value $13,147,214.

    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).