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Burt Wealth Advisors: VTEB position timeline

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

Burt Wealth Advisors held 120,469 VTEB 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 120,469 shares
    Change vs previous 13F -13,949 shares

    1.48% of the 13F portfolio, value $6,031,883.

    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 134,418 shares
    Change vs previous 13F +38,580 shares

    1.51% of the 13F portfolio, value $6,590,515.

    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 95,838 shares
    Change vs previous 13F +670 shares

    1.19% of the 13F portfolio, value $4,755,482.

    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 95,168 shares
    Change vs previous 13F +3,460 shares

    1.21% of the 13F portfolio, value $4,770,772.

    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 91,708 shares
    Change vs previous 13F -4,547 shares

    1.15% of the 13F portfolio, value $4,688,113.

    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 96,255 shares
    Change vs previous 13F -4,316 shares

    1.27% of the 13F portfolio, value $4,823,338.

    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 100,571 shares
    Change vs previous 13F +632 shares

    1.29% of the 13F portfolio, value $5,088,893.

    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 99,939 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $5,101,886.

    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).