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Disclosery

Burt Wealth Advisors: STT position timeline

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

Burt Wealth Advisors held 3,300 STT 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 3,300 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $382,833.

    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 3,300 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $350,922.

    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 3,300 shares
    Change vs previous 13F +300 shares

    0.07% of the 13F portfolio, value $295,449.

    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 3,000 shares
    Change vs previous 13F -88 shares

    0.07% of the 13F portfolio, value $294,450.

    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 3,088 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $273,195.

    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 3,088 shares
    Change vs previous 13F -300 shares

    0.06% of the 13F portfolio, value $228,512.

    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 3,388 shares
    Change vs previous 13F +400 shares

    0.07% of the 13F portfolio, value $261,960.

    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 2,988 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $231,450.

    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).