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Disclosery

Burt Wealth Advisors: IMCV position timeline

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

Burt Wealth Advisors held 27,418 IMCV 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 27,418 shares
    Change vs previous 13F -304 shares

    0.54% of the 13F portfolio, value $2,203,050.

    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 27,722 shares
    Change vs previous 13F +13,242 shares

    0.48% of the 13F portfolio, value $2,106,318.

    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 14,480 shares
    Change vs previous 13F -456 shares

    0.27% of the 13F portfolio, value $1,074,271.

    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 14,936 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $1,109,147.

    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 14,936 shares
    Change vs previous 13F -400 shares

    0.28% of the 13F portfolio, value $1,144,695.

    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 15,336 shares
    Change vs previous 13F -270 shares

    0.28% of the 13F portfolio, value $1,077,201.

    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 15,606 shares
    Change vs previous 13F +270 shares

    0.29% of the 13F portfolio, value $1,132,215.

    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 15,336 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,038,554.

    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).