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Disclosery

Burt Wealth Advisors: SPIB position timeline

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

Burt Wealth Advisors held 856,611 SPIB 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 856,611 shares
    Change vs previous 13F +21,938 shares

    7.13% of the 13F portfolio, value $29,030,537.

    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 834,673 shares
    Change vs previous 13F +9,568 shares

    6.41% of the 13F portfolio, value $28,028,306.

    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 825,105 shares
    Change vs previous 13F +16,834 shares

    6.87% of the 13F portfolio, value $27,426,479.

    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 808,271 shares
    Change vs previous 13F +26,383 shares

    6.72% of the 13F portfolio, value $26,478,954.

    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 781,888 shares
    Change vs previous 13F +25,803 shares

    6.49% of the 13F portfolio, value $26,357,435.

    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 756,085 shares
    Change vs previous 13F -20,774 shares

    6.49% of the 13F portfolio, value $24,618,135.

    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 776,859 shares
    Change vs previous 13F +45,990 shares

    6.44% of the 13F portfolio, value $25,395,523.

    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 730,869 shares
    Change vs previous 13F not available

    6.85% of the 13F portfolio, value $23,994,427.

    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).