Summit Financial, LLC

Position in BURL — Burlington Stores, Inc.

CIK 1765536 PARSIPPANY, NJ

Position in BURL

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$250,272

-$37,038 QoQ

Shares Held

790

-10.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#497

of 653 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Summit Financial, LLC holds $14,408,396 across 4 Apparel Retail names. BURL ranks #3 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TJX	Tjx Companies Inc /De/	54,352	$8,234,328
2	ROST	Ross Stores, Inc.	26,932	$5,732,476
3	BURL	Burlington Stores, Inc. This page	790	$250,272
4	GAP	Gap Inc	10,242	$191,320

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$250,272	790	-10.5%	Shares	Sole	2026-08-12
2026-03-31	$287,310	883	-12.8%	Shares	Sole	2026-05-15
2025-12-31	$292,605	1,013	-8.2%	Shares	Sole	2026-02-13
2025-09-30	$280,968	1,104	-5.6%	Shares	Sole	2025-11-14
2025-06-30	$271,956	1,169	+11.2%	Shares	Sole	2025-08-13
2025-03-31	$250,484	1,051	-5.3%	Shares	Sole	2025-05-14
2024-12-31	$316,416	1,110	—	Shares	Sole	2025-02-12
No filing history on record for this holder in this stock.