Position in BN
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$460,525
+$12,442 QoQ
Shares Held
10,813
-2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#584
of 931 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026BURLING WEALTH PARTNERS, LLC holds $10,343,550 across 3 Asset Management names. BN ranks #2 (4.5% of the industry book) .
All Filings in BN
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $460,525 | 10,813 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $448,083 | 11,072 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $523,696 | 11,412 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $582,038 | 8,487 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $656,166 | 10,609 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $694,222 | 13,246 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $824,694 | 14,355 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||