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Disclosery

Burt Wealth Advisors: SCHB position timeline

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

Burt Wealth Advisors held 11,551 SCHB 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 11,551 shares
    Change vs previous 13F +1 shares

    0.07% of the 13F portfolio, value $296,964.

    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 11,550 shares
    Change vs previous 13F +102 shares

    0.06% of the 13F portfolio, value $275,233.

    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 11,448 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $246,480.

    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 11,448 shares
    Change vs previous 13F +7,133 shares

    0.07% of the 13F portfolio, value $259,859.

    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 4,315 shares
    Change vs previous 13F -1,518 shares

    0.07% of the 13F portfolio, value $287,034.

    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 5,833 shares
    Change vs previous 13F -247 shares

    0.1% of the 13F portfolio, value $366,721.

    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 6,080 shares
    Change vs previous 13F +296 shares

    0.09% of the 13F portfolio, value $371,176.

    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 5,784 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $321,995.

    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).