GRIMES & Co WEALTH MANAGEMENT, LLC
Position in BURL — Burlington Stores, Inc.
CIK 1321993
WESTBOROUGH, MA
Position in BURL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$448,904
New position
Shares Held
1,417
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#431
of 653 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026GRIMES & Co WEALTH MANAGEMENT, LLC holds $5,182,369 across 2 Apparel Retail names. BURL ranks #2 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
31,244 | $4,733,465 | |
| 2 | BURL |
Burlington Stores, Inc.
This page
|
1,417 | $448,904 |
All Filings in BURL
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $448,904 | 1,417 | Shares | Sole | 2026-07-17 | |
| No filing history on record for this holder in this stock. | ||||||