Institute for Wealth Management, LLC.

Position in BURL — Burlington Stores, Inc.

CIK 1533954 DENVER, CO

Position in BURL

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$5,702

New position

Shares Held

18

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#587

of 653 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $1,986,014 across 6 Apparel Retail names. BURL ranks #6 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TJX	Tjx Companies Inc /De/	6,884	$1,042,926
2	LULU	lululemon athletica inc.	5,686	$649,227
3	ROST	Ross Stores, Inc.	1,008	$214,552
4	AEO	American Eagle Outfitters Inc	3,907	$67,200
5	GAP	Gap Inc	343	$6,407
6	BURL	Burlington Stores, Inc. This page	18	$5,702

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,702	18	—	Shares	Sole	2026-07-28
No filing history on record for this holder in this stock.