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Burt Wealth Advisors: USTB position timeline

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

Burt Wealth Advisors held 7,715 USTB 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 7,715 shares
    Change vs previous 13F -209 shares

    0.1% of the 13F portfolio, value $393,385.

    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 7,924 shares
    Change vs previous 13F +499 shares

    0.09% of the 13F portfolio, value $402,677.

    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 7,425 shares
    Change vs previous 13F +210 shares

    0.09% of the 13F portfolio, value $376,097.

    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 7,215 shares
    Change vs previous 13F +205 shares

    0.09% of the 13F portfolio, value $362,214.

    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 7,010 shares
    Change vs previous 13F +350 shares

    0.09% of the 13F portfolio, value $356,178.

    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 6,660 shares
    Change vs previous 13F +991 shares

    0.09% of the 13F portfolio, value $331,668.

    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 5,669 shares
    Change vs previous 13F -51 shares

    0.07% of the 13F portfolio, value $282,486.

    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 5,720 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $283,655.

    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).