Golden State Wealth Management, LLC
Position in BURL — Burlington Stores, Inc.
CIK 1776033
SANTA ANA, CA
Position in BURL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$11,404
-$309 QoQ
Shares Held
36
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#572
of 650 holders
Holding Since
Dec 2024
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, 2026Golden State Wealth Management, LLC holds $546,283 across 8 Apparel Retail names. BURL ranks #6 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
2,929 | $443,743 | |
| 2 | ROST |
Ross Stores, Inc.
|
178 | $37,887 | |
| 3 | CAL |
Caleres Inc
|
1,995 | $24,678 | |
| 4 | VSXY |
Victoria's Secret & Co.
|
174 | $14,525 | |
| 5 | BOOT |
Boot Barn Holdings, Inc.
|
77 | $12,648 | |
| 6 | BURL |
Burlington Stores, Inc.
This page
|
36 | $11,404 | |
| 7 | LULU |
lululemon athletica inc.
|
12 | $1,370 | |
| 8 | SFIX |
Stitch Fix, Inc.
|
7 | $28 |
All Filings in BURL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,404 | 36 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $11,713 | 36 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $10,398 | 36 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $26,468 | 104 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $24,194 | 104 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $24,786 | 104 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $8,266 | 29 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||