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Disclosery

Burt Wealth Advisors: PALC position timeline

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

Burt Wealth Advisors held 43,979 PALC 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 43,979 shares
    Change vs previous 13F -2,565 shares

    0.56% of the 13F portfolio, value $2,276,793.

    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 46,544 shares
    Change vs previous 13F +789 shares

    0.53% of the 13F portfolio, value $2,299,315.

    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 45,755 shares
    Change vs previous 13F -2,040 shares

    0.55% of the 13F portfolio, value $2,193,842.

    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 47,795 shares
    Change vs previous 13F 0 shares

    0.6% of the 13F portfolio, value $2,353,230.

    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 47,795 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $2,367,764.

    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 47,795 shares
    Change vs previous 13F -5,092 shares

    0.61% of the 13F portfolio, value $2,324,749.

    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 52,887 shares
    Change vs previous 13F +4,235 shares

    0.63% of the 13F portfolio, value $2,466,121.

    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 48,652 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,994,245.

    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).