Cassaday & Co Wealth Management LLC

Position in BURL — Burlington Stores, Inc.

CIK 1963612 MCLEAN, VA

Position in BURL

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$633

-$17 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#638

of 650 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Cassaday & Co Wealth Management LLC holds $1,555,204 across 5 Apparel Retail names. BURL ranks #5 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TJX	Tjx Companies Inc /De/	7,560	$1,145,340
2	ROST	Ross Stores, Inc.	1,909	$406,330
3	LULU	lululemon athletica inc.	13	$1,484
4	URBN	Urban Outfitters Inc	20	$1,417
5	BURL	Burlington Stores, Inc. This page	2	$633

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$633	2	0.0%	Shares	Sole	2026-08-10
2026-03-31	$650	2	—	Shares	Sole	2026-05-07
No filing history on record for this holder in this stock.