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Disclosery

BURLING WEALTH PARTNERS, LLC: ELV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BURLING WEALTH PARTNERS, LLC on ELV, newest first. How the timeline and the estimate are built.

BURLING WEALTH PARTNERS, LLC held 0 ELV shares at 2025-09-30 per its 13F-HR filed 2025-11-07.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -1,419 shares

    13F-HR 0001765380-25-000450 filed by BURLING WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 1,419 shares
    Change vs previous 13F -2,109 shares

    0.1% of the 13F portfolio, value $551,934.

    13F-HR 0001765380-25-000314 filed by BURLING WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 3,528 shares
    Change vs previous 13F -4,012 shares

    0.32% of the 13F portfolio, value $1,534,539.

    13F-HR 0001765380-25-000162 filed by BURLING WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 7,540 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $2,781,506.

    13F-HR 0001765380-25-000107 filed by BURLING WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).