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Fi3 FINANCIAL ADVISORS, LLC: BURL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fi3 FINANCIAL ADVISORS, LLC on BURL, newest first. How the timeline and the estimate are built.

Fi3 FINANCIAL ADVISORS, LLC held 10,628 BURL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,628 shares
    Change vs previous 13F +9,547 shares

    0.96% of the 13F portfolio, value $4,014,649.

    13F-HR 0001765380-26-000392 filed by Fi3 FINANCIAL ADVISORS, 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 1,081 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $351,736.

    13F-HR 0001765380-26-000182 filed by Fi3 FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).