Filer · Institutional
Burt WealthAdvisors
CIK 0001612041TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 8
Q3 202513F-HR
0001705819-25-000078 · filed 2025-11-05
115
positions
Q2 202513F-HR
0001705819-25-000043 · filed 2025-07-09
116
positions
Q1 202513F-HR
0001705819-25-000026 · filed 2025-04-22
110
positions
Q4 202413F-HR
0001705819-25-000020 · filed 2025-02-06
112
positions
Q3 202413F-HR
0001705819-24-000063 · filed 2024-11-01
118
positions
Q2 202413F-HR
0001705819-24-000038 · filed 2024-07-16
111
positions
Q1 202413F-HR
0001705819-24-000024 · filed 2024-04-18
119
positions
Q4 202313F-HR
0001705819-24-000013 · filed 2024-02-01
107
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.