OneDigital Investment Advisors LLC
Position in BURL — Burlington Stores, Inc.
CIK 1690370
OVERLAND PARK, KS
Position in BURL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$439,718
+$39,501 QoQ
Shares Held
1,388
+12.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#435
of 653 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in BURL Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $4,942,958 across 4 Apparel Retail names. BURL ranks #3 (8.9% of the industry book) .
All Filings in BURL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $439,718 | 1,388 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $400,217 | 1,230 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $442,518 | 1,532 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $334,413 | 1,314 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $308,015 | 1,324 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $319,123 | 1,339 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $299,027 | 1,049 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $270,593 | 1,027 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $233,520 | 973 | Shares | Sole | 2024-08-02 | |
| No filing history on record for this holder in this stock. | ||||||