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BURLING WEALTH PARTNERS, LLC: SARO position timeline

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

BURLING WEALTH PARTNERS, LLC held 154,554 SARO 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 154,554 shares
    Change vs previous 13F +6,722 shares

    0.68% of the 13F portfolio, value $4,622,710.

    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 147,832 shares
    Change vs previous 13F +124,884 shares

    0.62% of the 13F portfolio, value $3,818,501.

    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 22,948 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $658,149.

    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).