Burt Wealth Advisors
- SEC CIK
- 0001612041
- Latest filing
- Nov 5, 2025
BAC holding history
Bank of America Corp in every 13F filed by Burt Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
BAC overviewAll 13F holders of BACFull Q3 2025 holdings
- Shares (Q3 2025)
- 6,967
- Value
- $359.4K
- % of portfolio
- 0.1%
- Quarters held
- 12
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 6,967 | $359.4K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 6,967 | $329.7K | 0.1% | +10.0% | Added | Holders |
| Q1 2025 | 6,966 | $290.7K | 0.1% | −792−10.2% | Reduced | Holders |
| Q4 2024 | 7,758 | $341.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 7,758 | $307.8K | 0.1% | −344−4.2% | Reduced | Holders |
| Q2 2024 | 8,102 | $322.2K | 0.1% | −737−8.3% | Reduced | Holders |
| Q1 2024 | 8,839 | $335.2K | 0.1% | +1,426+19.2% | Added | Holders |
| Q4 2023 | 7,413 | $249.6K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 7,413 | $203.0K | 0.1% | +273+3.8% | Added | Holders |
| Q2 2023 | 7,140 | $204.8K | 0.1% | +10.0% | Added | Holders |
| Q1 2023 | 7,139 | $204.2K | 0.1% | +1,052+17.3% | Added | Holders |
| Q4 2022 | 6,087 | $201.6K | 0.1% | +6,087 | New | Holders |