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Disclosery

HB Wealth Management, LLC: BURL position timeline

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

HB Wealth Management, LLC held 3,104 BURL shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,104 shares
    Change vs previous 13F -164 shares

    0.01% of the 13F portfolio, value $983,347.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, 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 3,268 shares
    Change vs previous 13F +1,976 shares

    0.01% of the 13F portfolio, value $1,063,342.

    13F-HR 0001172661-26-001543 filed by HB Wealth Management, 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 1,292 shares
    Change vs previous 13F +314 shares

    <0.01% of the 13F portfolio, value $373,194.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, 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 978 shares
    Change vs previous 13F +13 shares

    <0.01% of the 13F portfolio, value $248,901.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, 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 965 shares
    Change vs previous 13F -35 shares

    <0.01% of the 13F portfolio, value $224,498.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, 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 1,000 shares
    Change vs previous 13F +72 shares

    <0.01% of the 13F portfolio, value $238,330.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, 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 928 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $264,535.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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