EverSource Wealth Advisors, LLC

Position in BURL — Burlington Stores, Inc.

CIK 1710537 BIRMINGHAM, AL

Position in BURL

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$745,764

+$479,736 QoQ

Shares Held

2,292

+148.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

13 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

EverSource Wealth Advisors, LLC holds $5,605,368 across 21 Apparel Retail names. BURL ranks #3 (13.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TJX	Tjx Companies Inc /De/	18,738	$2,992,451
2	ROST	Ross Stores, Inc.	3,464	$750,401
3	BURL	Burlington Stores, Inc. This page	2,292	$745,764
4	LULU	lululemon athletica inc.	3,062	$468,786
5	GAP	Gap Inc	11,284	$273,068
6	ANF	Abercrombie & Fitch Co /De/	1,886	$172,317
7	AEO	American Eagle Outfitters Inc	2,870	$47,926
8	BKE	Buckle Inc	923	$46,478

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$745,764	2,292	+148.9%	Shares	Sole	2026-05-18
2025-12-31	$266,028	921	+27.4%	Shares	Sole	2026-02-06
2025-09-30	$184,003	723	+3.6%	Shares	Sole	2025-11-10
2025-06-30	$162,380	698	+91.8%	Shares	Sole	2025-08-13
2025-03-31	$86,749	364	+14.8%	Shares	Sole	2025-05-13
2024-12-31	$90,361	317	+18.3%	Shares	Sole	2025-02-10
2024-09-30	$70,610	268	+211.6%	Shares	Sole	2024-11-08
2024-06-30	$20,640	86	+1.2%	Shares	Sole	2024-08-13
2024-03-31	$19,734	85	+400.0%	Shares	Sole	2024-06-11
2023-12-31	$3,304	17	+466.7%	Shares	Sole	2024-02-09
2023-09-30	$405	3	0.0%	Shares	Sole	2023-11-03
2023-06-30	$472	3	-97.7%	Shares	Sole	2023-08-04
2021-12-31	$38,187	131	—	Shares	Sole	2022-02-17
No filing history on record for this holder in this stock.