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Disclosery

Burt Wealth Advisors: MUB position timeline

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

Burt Wealth Advisors held 42,541 MUB 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 42,541 shares
    Change vs previous 13F +1,962 shares

    1.11% of the 13F portfolio, value $4,530,191.

    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 40,579 shares
    Change vs previous 13F -27,368 shares

    0.97% of the 13F portfolio, value $4,239,694.

    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 67,947 shares
    Change vs previous 13F -1,142 shares

    1.79% of the 13F portfolio, value $7,164,332.

    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 69,089 shares
    Change vs previous 13F -79 shares

    1.87% of the 13F portfolio, value $7,361,433.

    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 69,168 shares
    Change vs previous 13F +384 shares

    1.85% of the 13F portfolio, value $7,513,720.

    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 68,784 shares
    Change vs previous 13F -3,757 shares

    1.93% of the 13F portfolio, value $7,328,935.

    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 72,541 shares
    Change vs previous 13F +9,423 shares

    1.98% of the 13F portfolio, value $7,805,412.

    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 63,118 shares
    Change vs previous 13F not available

    1.95% of the 13F portfolio, value $6,842,622.

    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).