WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in BURL — Burlington Stores, Inc.
CIK 1632972
PLYMOUTH, MN
Position in BURL
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$9,188,080
+$6,710,614 QoQ
Shares Held
28,238
+229.2% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 3.852964090941285.ToString("F0")%
Shared 0.ToString("F0")%
None 96.14703590905872.ToString("F0")%
Common Shares in BURL Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Mar 31, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $229,669,489 across 14 Apparel Retail names. BURL ranks #3 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
990,375 | $158,162,887 | |
| 2 | ROST |
Ross Stores, Inc.
|
215,237 | $46,626,791 | |
| 3 | BURL |
Burlington Stores, Inc.
This page
|
28,238 | $9,188,080 | |
| 4 | LULU |
lululemon athletica inc.
|
41,886 | $6,412,746 | |
| 5 | GAP |
Gap Inc
|
217,267 | $5,257,861 | |
| 6 | ANF |
Abercrombie & Fitch Co /De/
|
10,599 | $968,430 | |
| 7 | AEO |
American Eagle Outfitters Inc
|
53,878 | $899,762 | |
| 8 | URBN |
Urban Outfitters Inc
|
6,322 | $400,498 |
All Filings in BURL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,188,080 | 28,238 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,477,466 | 8,577 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,331,289 | 5,231 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,166,456 | 5,014 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,306,286 | 5,481 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,745,992 | 6,125 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $1,773,747 | 6,732 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $794,640 | 3,311 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $585,583 | 2,522 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $211,594 | 1,088 | Shares | Sole | 2024-01-30 | |
| 2020-03-31 | $1,118,569 | 7,059 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||