Burt Wealth Advisors historic quarter change: Foreign Stocks, New
In share positions in stocks (depositary receipts and foreign shares traded over the counter), over 14 quarters from 2014-12-31 to 2025-09-30, Burt Wealth Advisors opened 66 positions, added to 11, reduced 17 and sold out of 68.
- Q1 2016: Stock TM; Country of operation —; Class ADR; Shares before 0.
- Q1 2016: Stock BBVA; Country of operation —; Class ADR; Shares before 0.
- Q1 2016: Stock CFRUY; Country of operation —; Class ADR; Shares before 0.
- Q1 2016: Stock SBS; Country of operation —; Class ADR; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1612041), 14 quarters: Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-05); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-09); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-22); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-06); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-01); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-16); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-18); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-26); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-22); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-13); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-29); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-21); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-03); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-08-04). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2014-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
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| Q1 2016 | TM
TOYOTA MOTOR CORP F | | ADR | 0 | 240 | +240 | $0 | $26,000 | +$26,000 | 2016-05-13 |
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| Q1 2016 | BBVA
BANCO BILBAO ARGEN F | | ADR | 0 | 250 | +250 | $0 | $2,000 | +$2,000 | 2016-05-13 |
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| Q1 2016 | CFRUY
COMPAGNIE FINAN RIC F | | ADR | 0 | 48 | +48 | $0 | $1,000 | +$1,000 | 2016-05-13 |
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| Q1 2016 | SBS
COMPANHIA DE SANEAM F | | ADR | 0 | 60 | +60 | $0 | $1,000 | +$1,000 | 2016-05-13 |
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| Q1 2016 | CTTAY
CONTINENTAL AG F | | ADR | 0 | 7 | +7 | $0 | $1,000 | +$1,000 | 2016-05-13 |
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| Q1 2016 | DKILY
DAIKIN INDUSTRIES F | | ADR | 0 | 4 | +4 | $0 | $1,000 | +$1,000 | 2016-05-13 |
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| Q1 2016 | DWAHY
DAIWA HOUSE IND LTD F | | ADR | 0 | 36 | +36 | $0 | $1,000 | +$1,000 | 2016-05-13 |
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| Q1 2016 | ALGGY
ALLIANCE GLOBAL GRP F | | ADR | 0 | 23 | +23 | $0 | $1,000 | +$1,000 | 2016-05-13 |
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| Q1 2016 | ABEV
AMBEV SA F | | ADR | 0 | 34 | +34 | $0 | $1,000 | +$1,000 | 2016-05-13 |
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| Q1 2016 | WTKWY
WOLTERS KLUWER F | Netherlands | ADR | 0 | 13 | +13 | $0 | $1,000 | +$1,000 | 2016-05-13 |
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| Q1 2016 | BUD
ANHEUSER-BUSCH INBEV F | | ADR | 0 | 11 | +11 | $0 | $1,000 | +$1,000 | 2016-05-13 |
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| Q1 2016 | BBSEY
BB SEGURIDADE F | | ADR | 0 | 63 | +63 | $0 | $1,000 | +$1,000 | 2016-05-13 |
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| Q1 2016 | BTI
BRIT AMER TOBACCO F | | ADR | 0 | 10 | +10 | $0 | $1,000 | +$1,000 | 2016-05-13 |
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| Q1 2016 | PSO
PEARSON PLC F | | ADR | 0 | 20 | +20 | $0 | $1,000 | +$1,000 | 2016-05-13 |
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| Q1 2016 | TLK
PERUSAHAAN PERSEROAN F | | ADR | 0 | 13 | +13 | $0 | $1,000 | +$1,000 | 2016-05-13 |
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| Q1 2016 | PUK
PRUDENTIAL CORP PLC F | | ADR | 0 | 22 | +22 | $0 | $1,000 | +$1,000 | 2016-05-13 |
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| Q1 2016 | RDEIY
RED ELECTRICA CORP F | | ADR | 0 | 26 | +26 | $0 | $1,000 | +$1,000 | 2016-05-13 |
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| Q1 2016 | RELX
RELX P L C F | | ADR | 0 | 16 | +16 | $0 | $1,000 | +$1,000 | 2016-05-13 |
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| Q1 2016 | RYAAY
RYANAIR HLDGS PLC F | | ADR | 0 | 5 | +5 | $0 | $1,000 | +$1,000 | 2016-05-13 |
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| Q1 2016 | RYKKY
RYOHIN KEIKAKU CO F | | ADR | 0 | 1 | +1 | $0 | $1,000 | +$1,000 | 2016-05-13 |
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| Q1 2016 | SAXPY
SAMPO OYJ F | | ADR | 0 | 24 | +24 | $0 | $1,000 | +$1,000 | 2016-05-13 |
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| Q1 2016 | SLLDY
SANLAM LTD F | | ADR | 0 | 47 | +47 | $0 | $1,000 | +$1,000 | 2016-05-13 |
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| Q1 2016 | IFJPY
INFORMA P L C F | | ADR | 0 | 24 | +24 | $0 | $1,000 | +$1,000 | 2016-05-13 |
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| Q1 2016 | SVNDY
SEVEN & I HLDG CO F | | ADR | 0 | 27 | +27 | $0 | $1,000 | +$1,000 | 2016-05-13 |
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| Q1 2016 | SFTBY
SOFTBANK CORP F | | ADR | 0 | 24 | +24 | $0 | $1,000 | +$1,000 | 2016-05-13 |
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| Q1 2016 | SMFG
SUMITOMO MITSU FINL F | | ADR | 0 | 77 | +77 | $0 | $1,000 | +$1,000 | 2016-05-13 |
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| Q1 2016 | SWDBY
SWEDBANK AB F | | ADR | 0 | 26 | +26 | $0 | $1,000 | +$1,000 | 2016-05-13 |
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| Q1 2016 | TELNY
TELENOR ASA F | Norway | ADR | 0 | 21 | +21 | $0 | $1,000 | +$1,000 | 2016-05-13 |
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| Q1 2016 | JAPAY
JAPAN TOBACCO INC F | | ADR | 0 | 33 | +33 | $0 | $1,000 | +$1,000 | 2016-05-13 |
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| Q1 2016 | KDDIY
K D D I CORPORATION F | | ADR | 0 | 46 | +46 | $0 | $1,000 | +$1,000 | 2016-05-13 |
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| Q1 2016 | KPCPY
KASIKORNBANK PUBLIC F | | ADR | 0 | 17 | +17 | $0 | $1,000 | +$1,000 | 2016-05-13 |
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| Q1 2016 | KBCSY
KBC GROUP NV F | | ADR | 0 | 8 | +8 | $0 | $1,000 | +$1,000 | 2016-05-13 |
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| Q1 2016 | KHOLY
KOC HOLDING AS F | | ADR | 0 | 19 | +19 | $0 | $1,000 | +$1,000 | 2016-05-13 |
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| Q1 2016 | LYG
LLOYDS BANKING GROUP F | | ADR | 0 | 134 | +134 | $0 | $1,000 | +$1,000 | 2016-05-13 |
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| Q1 2016 | MKTAY
MAKITA CORP F | | ADR | 0 | 8 | +8 | $0 | $1,000 | +$1,000 | 2016-05-13 |
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| Q1 2016 | MRPLY
MR PRICE GROUP LTD F | United States | ADR | 0 | 19 | +19 | $0 | $1,000 | +$1,000 | 2016-05-13 |
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| Q1 2016 | TKC
TURKCELL ILETSM F | | ADR | 0 | 46 | +46 | $0 | $1,000 | +$1,000 | 2016-05-13 |
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| Q1 2016 | VLEEY
VALEO SA F | | ADR | 0 | 7 | +7 | $0 | $1,000 | +$1,000 | 2016-05-13 |
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| Q1 2016 | VIVHY
VIVENDI SA F | | ADR | 0 | 14 | +14 | $0 | $1,000 | +$1,000 | 2016-05-13 |
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| Q1 2016 | WEGRY
WEIR GROUP PLC F | United States | ADR | 0 | 34 | +34 | $0 | $1,000 | +$1,000 | 2016-05-13 |
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| Q4 2015 | NTTYY
NIPPON TELEG & TELEPH | Japan | ADR | 0 | 256 | +256 | $0 | $10,000 | +$10,000 | 2016-01-29 |
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| Q4 2015 | ING
I N G GROEP N V | | ADR | 0 | 609 | +609 | $0 | $8,000 | +$8,000 | 2016-01-29 |
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| Q4 2015 | SONY
SONY CORPORATION | | ADR | 0 | 303 | +303 | $0 | $7,000 | +$7,000 | 2016-01-29 |
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| Q4 2015 | NVO
NOVO-NORDISK A-S | | ADR | 0 | 103 | +103 | $0 | $6,000 | +$6,000 | 2016-01-29 |
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| Q4 2015 | RIO
RIO TINTO PLC | | ADR | 0 | 209 | +209 | $0 | $6,000 | +$6,000 | 2016-01-29 |
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| Q4 2015 | TIIAY
TELECOM ITALIA | | ADR | 0 | 540 | +540 | $0 | $6,000 | +$6,000 | 2016-01-29 |
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| Q4 2015 | ISNPY
INTESA SANPAOLO SPA | | ADR | 0 | 307 | +307 | $0 | $6,000 | +$6,000 | 2016-01-29 |
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| Q4 2015 | CODYY
COMPAGNIE DE ST GOB | | ADR | 0 | 600 | +600 | $0 | $5,000 | +$5,000 | 2016-01-29 |
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| Q4 2015 | DBOEY
DEUTSCHE BOERSE AG | | ADR | 0 | 650 | +650 | $0 | $5,000 | +$5,000 | 2016-01-29 |
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| Q4 2015 | ITVPY
ITV PLC | | ADR | 0 | 123 | +123 | $0 | $5,000 | +$5,000 | 2016-01-29 |
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| Q4 2015 | ACCYY
ACCOR SA | | ADR | 0 | 567 | +567 | $0 | $4,000 | +$4,000 | 2016-01-29 |
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| Q4 2015 | VCISY
VINCI S A | | ADR | 0 | 279 | +279 | $0 | $4,000 | +$4,000 | 2016-01-29 |
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| Q4 2015 | JPXGY
JAPAN EXCHANGE GROUP | | ADR | 0 | 509 | +509 | $0 | $4,000 | +$4,000 | 2016-01-29 |
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| Q4 2015 | SSDOY
SHISEIDO COMPANY | | ADR | 0 | 154 | +154 | $0 | $3,000 | +$3,000 | 2016-01-29 |
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| Q4 2015 | AMADY
AMADEUS IT HOLDING | | ADR | 0 | 81 | +81 | $0 | $3,000 | +$3,000 | 2016-01-29 |
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| Q4 2015 | FMS
FRESENIUS MED CARE | | ADR | 0 | 84 | +84 | $0 | $3,000 | +$3,000 | 2016-01-29 |
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| Q4 2015 | PBSFY
PROSIEBNSAT 1 MEDIA | | ADR | 0 | 234 | +234 | $0 | $2,000 | +$2,000 | 2016-01-29 |
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| Q4 2015 | SAFRY
SAFRAN | | ADR | 0 | 154 | +154 | $0 | $2,000 | +$2,000 | 2016-01-29 |
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| Q4 2015 | SUTNY
SUMITOMO MITSUI TRST | | ADR | 0 | 628 | +628 | $0 | $2,000 | +$2,000 | 2016-01-29 |
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| Q4 2015 | TSM
TAIWAN SEMICONDUCTR | | ADR | 0 | 117 | +117 | $0 | $2,000 | +$2,000 | 2016-01-29 |
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| Q4 2015 | ICAGY
INTL CONS AIRLS GRP | | ADR | 0 | 51 | +51 | $0 | $2,000 | +$2,000 | 2016-01-29 |
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| Q4 2015 | KEP
KOREA ELEC POWER CO | | ADR | 0 | 125 | +125 | $0 | $2,000 | +$2,000 | 2016-01-29 |
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| Q2 2015 | TM
TOYOTA MOTOR CORP | | COM | 0 | 150 | +150 | $0 | $21,000 | +$21,000 | 2015-08-03 |
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| Q2 2015 | FNMA
FANNIE MAE | United States | COM | 0 | 3,470 | +3,470 | $0 | $8,000 | +$8,000 | 2015-08-03 |
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| Q1 2015 | DTEGY
DEUTSCHE TELEKOM AG ADRF | Germany | ADR | 0 | 500 | +500 | $0 | $9,000 | +$9,000 | 2015-08-04 |
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| Q1 2015 | PBR
PETROLEO BRASILEIRO ADRF | | ADR | 0 | 1,503 | +1,503 | $0 | $2,000 | +$2,000 | 2015-08-04 |
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