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Disclosery

Burt Wealth Advisors: SPAB position timeline

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

Burt Wealth Advisors held 285,082 SPAB 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 285,082 shares
    Change vs previous 13F -4,092 shares

    1.81% of the 13F portfolio, value $7,369,370.

    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 289,174 shares
    Change vs previous 13F -3,062 shares

    1.69% of the 13F portfolio, value $7,402,854.

    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 292,236 shares
    Change vs previous 13F -15,105 shares

    1.87% of the 13F portfolio, value $7,463,707.

    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 307,341 shares
    Change vs previous 13F -9,233 shares

    1.95% of the 13F portfolio, value $7,680,452.

    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 316,574 shares
    Change vs previous 13F -4,863 shares

    2.04% of the 13F portfolio, value $8,275,244.

    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 321,437 shares
    Change vs previous 13F -8,585 shares

    2.13% of the 13F portfolio, value $8,064,854.

    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 330,022 shares
    Change vs previous 13F +287 shares

    2.12% of the 13F portfolio, value $8,342,956.

    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 329,735 shares
    Change vs previous 13F not available

    2.41% of the 13F portfolio, value $8,454,405.

    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).