EverSource Wealth Advisors, LLC
Position in BURL — Burlington Stores, Inc.
CIK 1710537
BIRMINGHAM, AL
Position in BURL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$569,286
-$176,478 QoQ
Shares Held
1,797
-21.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#406
of 653 holders
Holding Since
Dec 2021
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BURL Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $3,878,216 across 21 Apparel Retail names. BURL ranks #3 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
14,113 | $2,138,118 | |
| 2 | ROST |
Ross Stores, Inc.
|
2,973 | $632,798 | |
| 3 | BURL |
Burlington Stores, Inc.
This page
|
1,797 | $569,286 | |
| 4 | GAP |
Gap Inc
|
8,460 | $158,029 | |
| 5 | ANF |
Abercrombie & Fitch Co /De/
|
1,262 | $113,590 | |
| 6 | LULU |
lululemon athletica inc.
|
619 | $70,674 | |
| 7 | BKE |
Buckle Inc
|
728 | $30,719 | |
| 8 | AEO |
American Eagle Outfitters Inc
|
1,614 | $27,759 |
All Filings in BURL
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $569,286 | 1,797 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $745,764 | 2,292 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $266,028 | 921 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $184,003 | 723 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $162,380 | 698 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $86,749 | 364 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $90,361 | 317 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $70,610 | 268 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $20,640 | 86 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $19,734 | 85 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $3,304 | 17 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $405 | 3 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $472 | 3 | 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. | ||||||