Position in BURL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,534
+$582 QoQ
Shares Held
8
+33.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#605
of 644 holders
Holding Since
Sep 2021
7 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, 2026Bogart Wealth, LLC holds $188,039 across 7 Apparel Retail names. BURL ranks #4 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
865 | $131,047 | |
| 2 | ROST |
Ross Stores, Inc.
|
203 | $43,208 | |
| 3 | LULU |
lululemon athletica inc.
|
62 | $7,079 | |
| 4 | BURL |
Burlington Stores, Inc.
This page
|
8 | $2,534 | |
| 5 | GAP |
Gap Inc
|
110 | $2,054 | |
| 6 | BOOT |
Boot Barn Holdings, Inc.
|
12 | $1,971 | |
| 7 | LE |
Lands' End, Inc.
|
14 | $146 |
All Filings in BURL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,534 | 8 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,952 | 6 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $577 | 2 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $509 | 2 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $465 | 2 | Shares | Sole | 2025-07-30 | |
| 2021-12-31 | $4,372 | 15 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $4,253 | 15 | Shares | Sole | 2021-10-15 | |
| No filing history on record for this holder in this stock. | ||||||