Burt Wealth Advisors quarter change: USA Stocks, New
In share positions in stocks (listed in the US), from the quarter ended 2025-06-30 to 2025-09-30, Burt Wealth Advisors opened 2 positions, added to 6, reduced 15, sold out of 4 and left 34 unchanged. The largest increase in value was BRKB (+$2,568,499); the largest decrease was GLDM (-$35,256,181).
- BRKB: Country of operation —; Class CL B NEW; Shares 2025-06-30 0; Shares 2025-09-30 5,109.
- CAT: Country of operation United States; Class COM; Shares 2025-06-30 0; Shares 2025-09-30 471.
Two Form 13F-HR filings compared (SEC CIK 1612041): 2025-06-30 (filed 2025-07-09) and 2025-09-30 (filed 2025-11-05). 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; share change is the position change.
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