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Disclosery

Burt Wealth Advisors: IDLV position timeline

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

Burt Wealth Advisors held 0 IDLV 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 0 shares
    Change vs previous 13F -641,631 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 641,631 shares
    Change vs previous 13F -3,995 shares

    4.86% of the 13F portfolio, value $21,254,014.

    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 645,626 shares
    Change vs previous 13F -16,368 shares

    4.91% of the 13F portfolio, value $19,578,275.

    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 661,994 shares
    Change vs previous 13F -11,094 shares

    4.68% of the 13F portfolio, value $18,419,983.

    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 673,088 shares
    Change vs previous 13F -7,505 shares

    5.04% of the 13F portfolio, value $20,475,337.

    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 680,593 shares
    Change vs previous 13F -41,397 shares

    4.89% of the 13F portfolio, value $18,573,723.

    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 721,990 shares
    Change vs previous 13F +23,415 shares

    5.14% of the 13F portfolio, value $20,266,259.

    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 698,575 shares
    Change vs previous 13F not available

    5.62% of the 13F portfolio, value $19,678,858.

    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).