Position in BURL
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$4,118
+$4,116 QoQ
Shares Held
13
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#594
of 650 holders
Holding Since
Dec 2023
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BURL Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026Dogwood Wealth Management LLC holds $355,869 across 4 Apparel Retail names. BURL ranks #4 (1.2% of the industry book) .
All Filings in BURL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,118 | 13 | Shares | Sole | 2026-07-06 | |
| 2024-09-30 | $2 | 0 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $2 | 0 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $1 | 0 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $2 | 0 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||