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Burt Wealth Advisors: STIP position timeline

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

Burt Wealth Advisors held 141,137 STIP 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 141,137 shares
    Change vs previous 13F +5,063 shares

    3.58% of the 13F portfolio, value $14,587,912.

    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 136,074 shares
    Change vs previous 13F +3,425 shares

    3.2% of the 13F portfolio, value $14,003,368.

    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 132,649 shares
    Change vs previous 13F +5,728 shares

    3.44% of the 13F portfolio, value $13,725,217.

    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 126,921 shares
    Change vs previous 13F +5,987 shares

    3.24% of the 13F portfolio, value $12,768,264.

    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 120,934 shares
    Change vs previous 13F +2,102 shares

    3.01% of the 13F portfolio, value $12,253,072.

    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 118,832 shares
    Change vs previous 13F -5,669 shares

    3.12% of the 13F portfolio, value $11,822,600.

    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 124,501 shares
    Change vs previous 13F +9,779 shares

    3.14% of the 13F portfolio, value $12,379,156.

    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 114,722 shares
    Change vs previous 13F not available

    3.23% of the 13F portfolio, value $11,310,461.

    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).