Burt Wealth Advisors: FVCB position timeline

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

Burt Wealth Advisors held 0 FVCB shares at 2024-03-31 per its 13F-HR filed 2024-04-18.

the latest 13F is the newest step

period ended2024-03-31
13F 0 shares
Change vs previous 13F -12,206 shares
13F-HR 0001705819-24-000024 filed by Burt Wealth Advisors
Filed 2024-04-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2023-12-31
13F 12,206 shares
Change vs previous 13F not available
0.05% of the 13F portfolio, value $173,325.
13F-HR 0001705819-24-000013 filed by Burt Wealth Advisors
Filed 2024-02-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).