Burt Wealth Advisors: IVV position timeline

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

Burt Wealth Advisors held 315 IVV shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

period ended2025-09-30
13F 315 shares
Change vs previous 13F not available
0.05% of the 13F portfolio, value $210,830.
13F-HR 0001705819-25-000078 filed by Burt Wealth Advisors
Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).