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Disclosery

Burt Wealth Advisors: OMFL position timeline

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

Burt Wealth Advisors held 356,150 OMFL 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 356,150 shares
    Change vs previous 13F -4,569 shares

    5.27% of the 13F portfolio, value $21,461,620.

    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 360,719 shares
    Change vs previous 13F +10,599 shares

    4.77% of the 13F portfolio, value $20,842,362.

    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 350,120 shares
    Change vs previous 13F -184 shares

    4.68% of the 13F portfolio, value $18,664,911.

    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 350,304 shares
    Change vs previous 13F -7,383 shares

    4.82% of the 13F portfolio, value $18,996,986.

    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 357,687 shares
    Change vs previous 13F -5,162 shares

    4.66% of the 13F portfolio, value $18,953,834.

    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 362,849 shares
    Change vs previous 13F -31,096 shares

    5.02% of the 13F portfolio, value $19,045,944.

    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 393,945 shares
    Change vs previous 13F +37,505 shares

    5.52% of the 13F portfolio, value $21,757,556.

    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 356,440 shares
    Change vs previous 13F not available

    5.23% of the 13F portfolio, value $18,324,580.

    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).