Skip to content

Burt Wealth Advisors: TDTT position timeline

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

Burt Wealth Advisors held 123,732 TDTT 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 123,732 shares
    Change vs previous 13F -3,104 shares

    0.74% of the 13F portfolio, value $3,010,400.

    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 126,836 shares
    Change vs previous 13F -1,766 shares

    0.7% of the 13F portfolio, value $3,074,505.

    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 128,602 shares
    Change vs previous 13F -8,110 shares

    0.79% of the 13F portfolio, value $3,135,317.

    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 136,712 shares
    Change vs previous 13F -6,525 shares

    0.82% of the 13F portfolio, value $3,225,036.

    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 143,237 shares
    Change vs previous 13F -1,989 shares

    0.85% of the 13F portfolio, value $3,444,846.

    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 145,226 shares
    Change vs previous 13F -2,252 shares

    0.9% of the 13F portfolio, value $3,425,881.

    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 147,478 shares
    Change vs previous 13F -525 shares

    0.89% of the 13F portfolio, value $3,502,603.

    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 148,003 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $3,495,831.

    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).