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Disclosery

Burt Wealth Advisors: WST position timeline

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

Burt Wealth Advisors held 18,109 WST 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 18,109 shares
    Change vs previous 13F -954 shares

    1.17% of the 13F portfolio, value $4,750,534.

    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 19,063 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $4,170,984.

    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).