SHP Wealth Management

Position in BURL — Burlington Stores, Inc.

CIK 1807060 PLYMOUTH, MA

Position in BURL

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,267

-$34 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#628

of 653 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

SHP Wealth Management holds $787,616 across 6 Apparel Retail names. BURL ranks #5 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TJX	Tjx Companies Inc /De/	4,942	$748,713
2	ROST	Ross Stores, Inc.	159	$33,843
3	LULU	lululemon athletica inc.	19	$2,169
4	ANF	Abercrombie & Fitch Co /De/	17	$1,530
5	BURL	Burlington Stores, Inc. This page	4	$1,267
6	SFIX	Stitch Fix, Inc.	23	$94

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,267	4	0.0%	Shares	Sole	2026-08-11
2026-03-31	$1,301	4	+300.0%	Shares	Sole	2026-05-08
2025-12-31	$288	1	—	Shares	Sole	2026-03-04
No filing history on record for this holder in this stock.