Position in BURL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$319,017
-$64,931 QoQ
Shares Held
1,007
-14.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#470
of 653 holders
Holding Since
Dec 2024
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, 2026SAGESPRING WEALTH PARTNERS, LLC holds $9,826,872 across 3 Apparel Retail names. BURL ranks #3 (3.2% 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 | $319,017 | 1,007 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $383,948 | 1,180 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $239,745 | 830 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $211,998 | 833 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $204,257 | 878 | Shares | Sole | 2025-07-28 | |
| 2024-12-31 | $239,735 | 841 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||