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BURLING WEALTH PARTNERS, LLC: VOO position timeline

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

BURLING WEALTH PARTNERS, LLC held 23,936 VOO 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 23,936 shares
    Change vs previous 13F +6,609 shares

    2.41% of the 13F portfolio, value $16,439,513.

    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 17,327 shares
    Change vs previous 13F +3,299 shares

    1.67% of the 13F portfolio, value $10,353,847.

    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 14,028 shares
    Change vs previous 13F +1,742 shares

    1.37% of the 13F portfolio, value $8,797,082.

    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 12,286 shares
    Change vs previous 13F +2,178 shares

    1.25% of the 13F portfolio, value $7,523,521.

    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 10,108 shares
    Change vs previous 13F +1,302 shares

    1.06% of the 13F portfolio, value $5,741,647.

    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 8,806 shares
    Change vs previous 13F +1,432 shares

    0.95% of the 13F portfolio, value $4,525,491.

    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 7,374 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $3,973,185.

    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).