QTR Family Wealth, LLC

Position in BURL — Burlington Stores, Inc.

CIK 2067954 LAKE MARY, FL

Position in BURL

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$315,849

-$48,576 QoQ

Shares Held

997

-11.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#472

of 653 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 18% Shared 0% None 82%

Consumer Cyclical · as of Jun 30, 2026

QTR Family Wealth, LLC holds $1,417,037 across 3 Apparel Retail names. BURL ranks #3 (22.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TJX	Tjx Companies Inc /De/	4,609	$698,263
2	ROST	Ross Stores, Inc.	1,893	$402,925
3	BURL	Burlington Stores, Inc. This page	997	$315,849

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$315,849	997	-11.0%	Shares	Sole	2026-07-27
2026-03-31	$364,425	1,120	—	Shares	Sole	2026-04-16
No filing history on record for this holder in this stock.