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BURLING WEALTH PARTNERS, LLC: SPSB position timeline

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

BURLING WEALTH PARTNERS, LLC held 290,045 SPSB 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 290,045 shares
    Change vs previous 13F +73,443 shares

    1.27% of the 13F portfolio, value $8,704,246.

    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 216,602 shares
    Change vs previous 13F +20,451 shares

    1.05% of the 13F portfolio, value $6,513,235.

    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 196,151 shares
    Change vs previous 13F +13,939 shares

    0.92% of the 13F portfolio, value $5,923,760.

    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 182,212 shares
    Change vs previous 13F +37,550 shares

    0.91% of the 13F portfolio, value $5,519,201.

    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 144,662 shares
    Change vs previous 13F +12,730 shares

    0.81% of the 13F portfolio, value $4,367,346.

    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 131,932 shares
    Change vs previous 13F +47,388 shares

    0.84% of the 13F portfolio, value $3,971,153.

    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 84,544 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $2,524,484.

    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).