Skip to content
Disclosery

BURLING WEALTH PARTNERS, LLC: SU position timeline

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

BURLING WEALTH PARTNERS, LLC held 77,176 SU 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 77,176 shares
    Change vs previous 13F +2,464 shares

    0.61% of the 13F portfolio, value $4,142,808.

    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 74,712 shares
    Change vs previous 13F +13,878 shares

    0.8% of the 13F portfolio, value $4,939,210.

    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 60,834 shares
    Change vs previous 13F +11,507 shares

    0.42% of the 13F portfolio, value $2,698,596.

    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 49,327 shares
    Change vs previous 13F +6,757 shares

    0.34% of the 13F portfolio, value $2,062,362.

    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 42,570 shares
    Change vs previous 13F +5,851 shares

    0.29% of the 13F portfolio, value $1,594,247.

    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 36,719 shares
    Change vs previous 13F +12,579 shares

    0.3% of the 13F portfolio, value $1,421,760.

    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 24,140 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $861,315.

    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).