Fi3 FINANCIAL ADVISORS, LLC

Position in BURL — Burlington Stores, Inc.

CIK 1862427 INDIANAPOLIS, IN

Position in BURL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,366,950

+$3,015,215 QoQ

Shares Held

10,628

+883.2% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

1.64%

of 13F equity value

Holder Rank

#222

of 653 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Fi3 FINANCIAL ADVISORS, LLC holds $3,552,911 across 3 Apparel Retail names. BURL ranks #1 (94.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BURL	Burlington Stores, Inc. This page	10,628	$3,366,950
2	ROST	Ross Stores, Inc.	458	$97,485
3	TJX	Tjx Companies Inc /De/	584	$88,476

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,366,950	10,628	+883.2%	Shares	Sole	2026-08-14
2026-03-31	$351,735	1,081	—	Shares	Sole	2026-05-07
No filing history on record for this holder in this stock.