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Disclosery

Burt Wealth Advisors: VOO position timeline

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

Burt Wealth Advisors held 4,272 VOO 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 4,272 shares
    Change vs previous 13F -14 shares

    0.64% of the 13F portfolio, value $2,616,174.

    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 4,286 shares
    Change vs previous 13F +304 shares

    0.56% of the 13F portfolio, value $2,434,629.

    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 3,982 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $2,046,437.

    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 3,982 shares
    Change vs previous 13F -83 shares

    0.54% of the 13F portfolio, value $2,145,561.

    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 4,065 shares
    Change vs previous 13F -92 shares

    0.53% of the 13F portfolio, value $2,144,946.

    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 4,157 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $2,078,982.

    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 4,157 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $1,998,214.

    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 4,157 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,815,705.

    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).