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Disclosery

Burt Wealth Advisors: IWV position timeline

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

Burt Wealth Advisors held 1,364 IWV 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 1,364 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $516,874.

    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 1,364 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $478,764.

    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 1,364 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $433,261.

    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 1,364 shares
    Change vs previous 13F -343 shares

    0.12% of the 13F portfolio, value $455,917.

    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 1,707 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $557,728.

    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 1,707 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $526,900.

    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 1,707 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $512,237.

    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 1,707 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $467,274.

    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).