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Whipplewood Advisors, LLC

Position in BURL — Burlington Stores, Inc.

CIK 2052510 LITTLETON, CO

Position in BURL

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$1,900
-$4,607 QoQ
Shares Held
6
-70.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#612
of 644 holders
Holding Since
Dec 2024
5 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, 2026

Whipplewood Advisors, LLC holds $37,327 across 5 Apparel Retail names. BURL ranks #3 (5.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 BURL
Burlington Stores, Inc.
This page
6 $1,900

All Filings in BURL

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,900 6
2026-03-31 $6,507 20
2025-06-30 $12,328 53
2025-03-31 $15,014 63
2024-12-31 $10,262 36