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BURLING WEALTH PARTNERS, LLC: MRSH position timeline

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

BURLING WEALTH PARTNERS, LLC held 14,455 MRSH 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 14,455 shares
    Change vs previous 13F -2,837 shares

    0.35% of the 13F portfolio, value $2,409,215.

    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 17,292 shares
    Change vs previous 13F -2,876 shares

    0.49% of the 13F portfolio, value $2,999,297.

    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 20,168 shares
    Change vs previous 13F -2,166 shares

    0.58% of the 13F portfolio, value $3,741,567.

    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 22,334 shares
    Change vs previous 13F +548 shares

    0.75% of the 13F portfolio, value $4,500,971.

    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 21,786 shares
    Change vs previous 13F +1,086 shares

    0.88% of the 13F portfolio, value $4,763,291.

    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 20,700 shares
    Change vs previous 13F +925 shares

    1.06% of the 13F portfolio, value $5,051,421.

    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 19,775 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $4,200,408.

    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).