Skip to content
Disclosery

BURLING WEALTH PARTNERS, LLC: IJR position timeline

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

BURLING WEALTH PARTNERS, LLC held 132,558 IJR 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 132,558 shares
    Change vs previous 13F +2,727 shares

    2.88% of the 13F portfolio, value $19,659,725.

    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 129,831 shares
    Change vs previous 13F +420 shares

    2.61% of the 13F portfolio, value $16,139,349.

    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 129,411 shares
    Change vs previous 13F +8,206 shares

    2.42% of the 13F portfolio, value $15,552,609.

    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 121,205 shares
    Change vs previous 13F -5,997 shares

    2.38% of the 13F portfolio, value $14,402,738.

    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 127,202 shares
    Change vs previous 13F -1,463 shares

    2.57% of the 13F portfolio, value $13,901,920.

    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 128,665 shares
    Change vs previous 13F -3,089 shares

    2.83% of the 13F portfolio, value $13,454,528.

    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 131,754 shares
    Change vs previous 13F not available

    3.1% of the 13F portfolio, value $15,180,643.

    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).