Private Wealth Asset Management, LLC
Position in BURL — Burlington Stores, Inc.
CIK 1883006
OMAHA, NE
Position in BURL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$20,275
-$549 QoQ
Shares Held
64
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#563
of 650 holders
Holding Since
Mar 2025
6 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, 2026Private Wealth Asset Management, LLC holds $1,765,392 across 3 Apparel Retail names. BURL ranks #3 (1.1% of the industry book) .
All Filings in BURL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,275 | 64 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $20,824 | 64 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $18,486 | 64 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $16,288 | 64 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $14,888 | 64 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $15,253 | 64 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||