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Disclosery

Burt Wealth Advisors: PLTR position timeline

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

Burt Wealth Advisors held 6,109 PLTR 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 6,109 shares
    Change vs previous 13F -290 shares

    0.27% of the 13F portfolio, value $1,114,404.

    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 6,399 shares
    Change vs previous 13F -900 shares

    0.2% of the 13F portfolio, value $872,312.

    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 7,299 shares
    Change vs previous 13F -1,200 shares

    0.15% of the 13F portfolio, value $616,036.

    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 8,499 shares
    Change vs previous 13F -1,800 shares

    0.16% of the 13F portfolio, value $642,779.

    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 10,299 shares
    Change vs previous 13F -1,200 shares

    0.09% of the 13F portfolio, value $383,123.

    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 11,499 shares
    Change vs previous 13F -800 shares

    0.08% of the 13F portfolio, value $291,270.

    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 12,299 shares
    Change vs previous 13F -400 shares

    0.07% of the 13F portfolio, value $283,000.

    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 12,699 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $218,042.

    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).