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Disclosery

Burt Wealth Advisors: IXUS position timeline

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

Burt Wealth Advisors held 53,284 IXUS 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 53,284 shares
    Change vs previous 13F -562 shares

    1.08% of the 13F portfolio, value $4,400,193.

    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 53,846 shares
    Change vs previous 13F +2,110 shares

    0.95% of the 13F portfolio, value $4,162,834.

    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 51,736 shares
    Change vs previous 13F +395 shares

    0.9% of the 13F portfolio, value $3,611,690.

    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 51,341 shares
    Change vs previous 13F 0 shares

    0.86% of the 13F portfolio, value $3,395,694.

    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 51,341 shares
    Change vs previous 13F -412 shares

    0.92% of the 13F portfolio, value $3,728,897.

    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 51,753 shares
    Change vs previous 13F -7,382 shares

    0.92% of the 13F portfolio, value $3,496,433.

    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 59,135 shares
    Change vs previous 13F +6,829 shares

    1.02% of the 13F portfolio, value $4,012,917.

    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 52,306 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $3,396,229.

    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).