Concord Wealth Partners

Position in BURL — Burlington Stores, Inc.

CIK 1814214 ABINGDON, VA

Position in BURL

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$59,558

+$5,255 QoQ

Shares Held

188

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#543

of 653 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Concord Wealth Partners holds $2,482,390 across 3 Apparel Retail names. BURL ranks #2 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TJX	Tjx Companies Inc /De/	15,932	$2,413,698
2	BURL	Burlington Stores, Inc. This page	188	$59,558
3	LULU	lululemon athletica inc.	80	$9,134

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$59,558	188	0.0%	Shares	Sole	2026-07-27
2025-12-31	$54,303	188	0.0%	Shares	Sole	2026-01-29
2025-09-30	$47,846	188	0.0%	Shares	Sole	2025-11-05
2025-06-30	$43,736	188	0.0%	Shares	Sole	2025-07-25
2025-03-31	$44,806	188	0.0%	Shares	Sole	2025-05-02
2024-12-31	$53,591	188	0.0%	Shares	Sole	2025-01-24
2024-09-30	$49,534	188	0.0%	Shares	Sole	2024-10-24
2024-06-30	$45,120	188	0.0%	Shares	Sole	2024-07-31
2024-03-31	$43,651	188	0.0%	Shares	Sole	2024-04-30
2023-12-31	$36,562	188	-4.1%	Shares	Sole	2024-04-30
2023-09-30	$26,518	196	0.0%	Shares	Sole	2024-04-30
2023-06-30	$30,848	196	0.0%	Shares	Sole	2023-08-08
2023-03-31	$39,611	196	0.0%	Shares	Sole	2023-04-26
2022-12-31	$39,740	196	0.0%	Shares	Sole	2023-01-30
2022-06-30	$26,701	196	0.0%	Shares	Sole	2022-08-04
2022-03-31	$35,705	196	0.0%	Shares	Sole	2022-04-20
2021-12-31	$57,135	196	0.0%	Shares	Sole	2022-01-21
2021-09-30	$55,579	196	0.0%	Shares	Sole	2021-11-09
2021-06-30	$63,110	196	0.0%	Shares	Sole	2021-07-29
2021-03-31	$58,564	196	+4.3%	Shares	Sole	2021-05-13
2020-12-31	$49,171	188	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.