Position in BURL
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$3,168
+$3,167 QoQ
Shares Held
10
+66.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#598
of 644 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BURL Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026Avion Wealth holds $147,272 across 10 Apparel Retail names. BURL ranks #3 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
733 | $111,049 | |
| 2 | ROST |
Ross Stores, Inc.
|
116 | $24,690 | |
| 3 | BURL |
Burlington Stores, Inc.
This page
|
10 | $3,168 | |
| 4 | LULU |
lululemon athletica inc.
|
22 | $2,511 | |
| 5 | VSXY |
Victoria's Secret & Co.
|
29 | $2,420 | |
| 6 | ANF |
Abercrombie & Fitch Co /De/
|
15 | $1,350 | |
| 7 | JILL |
J.Jill, Inc.
|
42 | $666 | |
| 8 | CAL |
Caleres Inc
|
46 | $569 |
All Filings in BURL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,168 | 10 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1 | 6 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1 | 6 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,036 | 8 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1 | 6 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1 | 7 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1 | 7 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1 | 6 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1 | 6 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||