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Disclosery

Burt Wealth Advisors: IBM position timeline

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

Burt Wealth Advisors held 5,691 IBM 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 5,691 shares
    Change vs previous 13F +3 shares

    0.39% of the 13F portfolio, value $1,605,757.

    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 5,688 shares
    Change vs previous 13F -347 shares

    0.38% of the 13F portfolio, value $1,676,827.

    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 6,035 shares
    Change vs previous 13F +114 shares

    0.38% of the 13F portfolio, value $1,500,671.

    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 5,921 shares
    Change vs previous 13F -110 shares

    0.33% of the 13F portfolio, value $1,301,523.

    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 6,031 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $1,333,298.

    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 6,031 shares
    Change vs previous 13F -194 shares

    0.27% of the 13F portfolio, value $1,043,033.

    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 6,225 shares
    Change vs previous 13F +226 shares

    0.3% of the 13F portfolio, value $1,188,791.

    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 5,999 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $981,110.

    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).