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Disclosery

Burt Wealth Advisors: PRF position timeline

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

Burt Wealth Advisors held 36,838 PRF 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 36,838 shares
    Change vs previous 13F +1,000 shares

    0.41% of the 13F portfolio, value $1,665,446.

    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 35,838 shares
    Change vs previous 13F +4,033 shares

    0.35% of the 13F portfolio, value $1,514,872.

    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 31,805 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $1,285,240.

    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 31,805 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $1,283,014.

    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 31,805 shares
    Change vs previous 13F -880 shares

    0.32% of the 13F portfolio, value $1,292,237.

    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 32,685 shares
    Change vs previous 13F -1,000 shares

    0.33% of the 13F portfolio, value $1,240,396.

    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 33,685 shares
    Change vs previous 13F +1,000 shares

    0.33% of the 13F portfolio, value $1,295,862.

    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 32,685 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,150,512.

    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).