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Disclosery

Burt Wealth Advisors: SCHF position timeline

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

Burt Wealth Advisors held 12,149 SCHF 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 12,149 shares
    Change vs previous 13F +2,325 shares

    0.07% of the 13F portfolio, value $282,838.

    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 9,824 shares
    Change vs previous 13F +9,824 shares

    0.05% of the 13F portfolio, value $217,120.

    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 ended2024-12-31
    13F 0 shares
    Change vs previous 13F -4,891 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2024-09-30
    13F 4,891 shares
    Change vs previous 13F +4,891 shares

    0.05% of the 13F portfolio, value $201,117.

    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).

  5. period ended2024-06-30
    13F 0 shares
    Change vs previous 13F -5,293 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-03-31
    13F 5,293 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $206,517.

    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).