Skip to content
Disclosery

Burt Wealth Advisors: MSFT position timeline

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

Burt Wealth Advisors held 11,323 MSFT 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 11,323 shares
    Change vs previous 13F -40 shares

    1.44% of the 13F portfolio, value $5,864,771.

    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 11,363 shares
    Change vs previous 13F -35 shares

    1.29% of the 13F portfolio, value $5,652,085.

    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 11,398 shares
    Change vs previous 13F -118 shares

    1.07% of the 13F portfolio, value $4,278,700.

    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 11,516 shares
    Change vs previous 13F +137 shares

    1.23% of the 13F portfolio, value $4,853,992.

    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 11,379 shares
    Change vs previous 13F -123 shares

    1.2% of the 13F portfolio, value $4,896,374.

    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 11,502 shares
    Change vs previous 13F -308 shares

    1.35% of the 13F portfolio, value $5,140,802.

    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 11,810 shares
    Change vs previous 13F +267 shares

    1.26% of the 13F portfolio, value $4,968,565.

    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 11,543 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $4,340,603.

    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).