True Wealth Design, LLC

Position in BURL — Burlington Stores, Inc.

CIK 1966033 AKRON, OH

Position in BURL

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$133,689

+$10,370 QoQ

Shares Held

422

+11.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#525

of 650 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

True Wealth Design, LLC holds $758,106 across 22 Apparel Retail names. BURL ranks #3 (17.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TJX	Tjx Companies Inc /De/	1,510	$228,765
2	ROST	Ross Stores, Inc.	719	$153,039
3	BURL	Burlington Stores, Inc. This page	422	$133,689
4	GAP	Gap Inc	3,997	$74,663
5	ANF	Abercrombie & Fitch Co /De/	635	$57,156
6	AEO	American Eagle Outfitters Inc	1,402	$24,114
7	URBN	Urban Outfitters Inc	231	$16,368
8	LULU	lululemon athletica inc.	142	$16,213

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$133,689	422	+11.3%	Shares	Sole	2026-07-16
2026-03-31	$123,319	379	+553.4%	Shares	Sole	2026-04-13
2025-12-31	$16,753	58	+427.3%	Shares	Sole	2026-01-08
2025-09-30	$2,799	11	+37.5%	Shares	Sole	2025-10-21
2025-06-30	$1,861	8	-27.3%	Shares	Sole	2025-08-06
2025-03-31	$2,621	11	+37.5%	Shares	Sole	2025-05-13
2024-12-31	$2,280	8	-65.2%	Shares	Sole	2025-02-14
2024-09-30	$6,060	23	+283.3%	Shares	Sole	2024-11-14
2024-06-30	$1,440	6	+200.0%	Shares	Sole	2024-08-14
2024-03-31	$464	2	+100.0%	Shares	Sole	2024-05-14
2023-12-31	$194	1	0.0%	Shares	Sole	2024-02-14
2023-09-30	$135	1	0.0%	Shares	Sole	2023-11-13
2023-06-30	$157	1	0.0%	Shares	Sole	2023-08-14
2023-03-31	$202	1	0.0%	Shares	Sole	2023-05-12
2022-12-31	$202	1	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.