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Disclosery

Burt Wealth Advisors: GE position timeline

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

Burt Wealth Advisors held 4,676 GE 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 4,676 shares
    Change vs previous 13F -195 shares

    0.35% of the 13F portfolio, value $1,406,551.

    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 4,871 shares
    Change vs previous 13F +5 shares

    0.29% of the 13F portfolio, value $1,253,873.

    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 4,866 shares
    Change vs previous 13F -1 shares

    0.24% of the 13F portfolio, value $973,869.

    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 4,867 shares
    Change vs previous 13F +29 shares

    0.21% of the 13F portfolio, value $811,789.

    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 4,838 shares
    Change vs previous 13F +5 shares

    0.22% of the 13F portfolio, value $912,384.

    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 4,833 shares
    Change vs previous 13F -16 shares

    0.2% of the 13F portfolio, value $768,257.

    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 4,849 shares
    Change vs previous 13F -102 shares

    0.22% of the 13F portfolio, value $851,177.

    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 4,951 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $631,928.

    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).