EVOLVE PRIVATE WEALTH, LLC

Position in BURL — Burlington Stores, Inc.

CIK 2111131 LOS ANGELES, CA

Position in BURL

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$810,691

-$90,286 QoQ

Shares Held

2,559

-7.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#368

of 653 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Consumer Cyclical · as of Jun 30, 2026

EVOLVE PRIVATE WEALTH, LLC holds $4,635,958 across 4 Apparel Retail names. BURL ranks #3 (17.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROST	Ross Stores, Inc.	8,443	$1,797,092
2	TJX	Tjx Companies Inc /De/	11,024	$1,670,136
3	BURL	Burlington Stores, Inc. This page	2,559	$810,691
4	GAP	Gap Inc	19,167	$358,039

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$810,691	2,559	-7.6%	Shares	Defined	2026-08-12
2026-03-31	$900,977	2,769	+90.0%	Shares	Sole	2026-04-16
2025-12-31	$420,854	1,457	—	Shares	Defined	2026-02-17
No filing history on record for this holder in this stock.