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BURLING WEALTH PARTNERS, LLC: IJH position timeline

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

BURLING WEALTH PARTNERS, LLC held 30,353 IJH shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,353 shares
    Change vs previous 13F +3,360 shares

    0.34% of the 13F portfolio, value $2,340,488.

    13F-HR 0001765380-26-000265 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).

  2. period ended2026-03-31
    13F 26,993 shares
    Change vs previous 13F +5,208 shares

    0.29% of the 13F portfolio, value $1,822,850.

    13F-HR 0001765380-26-000191 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 ended2025-12-31
    13F 21,785 shares
    Change vs previous 13F +12,157 shares

    0.22% of the 13F portfolio, value $1,437,801.

    13F-HR 0001765380-26-000069 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 ended2025-09-30
    13F 9,628 shares
    Change vs previous 13F +1,515 shares

    0.1% of the 13F portfolio, value $628,329.

    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).

  5. period ended2025-06-30
    13F 8,113 shares
    Change vs previous 13F +151 shares

    0.09% of the 13F portfolio, value $503,187.

    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).

  6. period ended2025-03-31
    13F 7,962 shares
    Change vs previous 13F +2,224 shares

    0.1% of the 13F portfolio, value $464,562.

    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).

  7. period ended2024-12-31
    13F 5,738 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $357,515.

    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).