Position in BURL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$565,804
-$105,454 QoQ
Shares Held
1,786
-13.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#405
of 650 holders
Holding Since
Mar 2024
10 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, 2026Compound Planning, Inc. holds $6,280,490 across 3 Apparel Retail names. BURL ranks #3 (9.0% of the industry book) .
All Filings in BURL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $565,804 | 1,786 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $671,258 | 2,063 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $487,578 | 1,688 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $389,894 | 1,532 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $329,185 | 1,415 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $333,423 | 1,399 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $362,596 | 1,272 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $297,995 | 1,131 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $255,840 | 1,066 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $232,422 | 1,001 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||