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Disclosery

BURLING WEALTH PARTNERS, LLC: WM position timeline

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

BURLING WEALTH PARTNERS, LLC held 29,988 WM 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 29,988 shares
    Change vs previous 13F +280 shares

    0.98% of the 13F portfolio, value $6,683,725.

    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 29,708 shares
    Change vs previous 13F +951 shares

    1.1% of the 13F portfolio, value $6,826,601.

    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 28,757 shares
    Change vs previous 13F +1,714 shares

    0.98% of the 13F portfolio, value $6,318,200.

    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 27,043 shares
    Change vs previous 13F +3,527 shares

    0.99% of the 13F portfolio, value $5,971,906.

    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 23,516 shares
    Change vs previous 13F +4,554 shares

    0.99% of the 13F portfolio, value $5,380,931.

    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 18,962 shares
    Change vs previous 13F +6,632 shares

    0.92% of the 13F portfolio, value $4,389,893.

    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 12,330 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $2,488,071.

    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).