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Burt Wealth Advisors: IAGG position timeline

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

Burt Wealth Advisors held 78,009 IAGG 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 78,009 shares
    Change vs previous 13F -335 shares

    0.98% of the 13F portfolio, value $3,996,401.

    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 78,344 shares
    Change vs previous 13F +1,715 shares

    0.92% of the 13F portfolio, value $4,002,595.

    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 76,629 shares
    Change vs previous 13F -3,960 shares

    0.96% of the 13F portfolio, value $3,830,684.

    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 80,589 shares
    Change vs previous 13F -623 shares

    1.02% of the 13F portfolio, value $4,023,003.

    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 81,212 shares
    Change vs previous 13F -422 shares

    1.04% of the 13F portfolio, value $4,208,406.

    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 81,634 shares
    Change vs previous 13F -2,620 shares

    1.07% of the 13F portfolio, value $4,075,169.

    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 84,254 shares
    Change vs previous 13F -793 shares

    1.07% of the 13F portfolio, value $4,208,490.

    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 85,047 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $4,235,341.

    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).