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
- period ended2025-09-3013F 123,732 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 126,836 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 128,602 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 136,712 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 143,237 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 145,226 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 147,478 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 148,003 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).