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BURLING WEALTH PARTNERS, LLC: VO position timeline

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

BURLING WEALTH PARTNERS, LLC held 267,337 VO 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 267,337 shares
    Change vs previous 13F +202,948 shares

    3.15% of the 13F portfolio, value $21,539,350.

    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 64,389 shares
    Change vs previous 13F -5,229 shares

    2.99% of the 13F portfolio, value $18,491,203.

    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 69,618 shares
    Change vs previous 13F +1,609 shares

    3.14% of the 13F portfolio, value $20,204,568.

    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 68,009 shares
    Change vs previous 13F -865 shares

    3.31% of the 13F portfolio, value $19,977,058.

    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 68,874 shares
    Change vs previous 13F -74 shares

    3.56% of the 13F portfolio, value $19,272,932.

    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 68,948 shares
    Change vs previous 13F -1,593 shares

    3.75% of the 13F portfolio, value $17,831,259.

    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 70,541 shares
    Change vs previous 13F not available

    3.8% of the 13F portfolio, value $18,631,920.

    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).