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Disclosery

Burt Wealth Advisors: VEA position timeline

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

Burt Wealth Advisors held 95,099 VEA 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 95,099 shares
    Change vs previous 13F +4,158 shares

    1.4% of the 13F portfolio, value $5,698,342.

    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 90,941 shares
    Change vs previous 13F +9,341 shares

    1.19% of the 13F portfolio, value $5,184,553.

    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 81,600 shares
    Change vs previous 13F +36,689 shares

    1.04% of the 13F portfolio, value $4,147,720.

    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 44,911 shares
    Change vs previous 13F +33,585 shares

    0.55% of the 13F portfolio, value $2,147,645.

    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 11,326 shares
    Change vs previous 13F +6,951 shares

    0.15% of the 13F portfolio, value $598,129.

    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 4,375 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $216,213.

    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).