Position in BURL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$244,252
+$6,074 QoQ
Shares Held
771
+5.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#503
of 653 holders
Holding Since
Jun 2020
8 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, 2026WEALTH ALLIANCE, LLC holds $1,920,731 across 3 Apparel Retail names. BURL ranks #3 (12.7% of the industry book) .
All Filings in BURL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $244,252 | 771 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $238,178 | 732 | Shares | Defined | 2026-05-14 | |
| 2021-12-31 | $206,679 | 709 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $219,199 | 773 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $246,000 | 764 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $233,064 | 780 | Shares | Defined | 2021-05-18 | |
| 2020-12-31 | $202,439 | 774 | Shares | Defined | 2021-02-11 | |
| 2020-06-30 | $232,574 | 1,181 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||