Skip to content
Disclosery

BURLING WEALTH PARTNERS, LLC: IRM position timeline

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

BURLING WEALTH PARTNERS, LLC held 10,445 IRM 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 10,445 shares
    Change vs previous 13F -226 shares

    0.19% of the 13F portfolio, value $1,319,308.

    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 10,671 shares
    Change vs previous 13F -597 shares

    0.18% of the 13F portfolio, value $1,089,936.

    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 11,268 shares
    Change vs previous 13F -124 shares

    0.15% of the 13F portfolio, value $934,681.

    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 11,392 shares
    Change vs previous 13F -1,338 shares

    0.19% of the 13F portfolio, value $1,161,300.

    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 12,730 shares
    Change vs previous 13F -2,797 shares

    0.24% of the 13F portfolio, value $1,305,716.

    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 15,527 shares
    Change vs previous 13F -178 shares

    0.28% of the 13F portfolio, value $1,335,943.

    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 15,705 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,650,753.

    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).