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Disclosery

Burt Wealth Advisors: IBIT position timeline

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

Burt Wealth Advisors held 7,126 IBIT 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 7,126 shares
    Change vs previous 13F +1,106 shares

    0.11% of the 13F portfolio, value $463,190.

    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 6,020 shares
    Change vs previous 13F +209 shares

    0.08% of the 13F portfolio, value $368,484.

    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 5,811 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $272,013.

    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).