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Disclosery

Creative Planning: BURL position timeline

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

Creative Planning held 26,238 BURL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,238 shares
    Change vs previous 13F +2,671 shares

    <0.01% of the 13F portfolio, value $8,312,271.

    13F-HR 0001540235-26-000004 filed by Creative Planning
    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 23,567 shares
    Change vs previous 13F +15,899 shares

    0.01% of the 13F portfolio, value $7,668,221.

    13F-HR 0001540235-26-000003 filed by Creative Planning
    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 7,668 shares
    Change vs previous 13F +2,022 shares

    <0.01% of the 13F portfolio, value $2,214,821.

    13F-HR 0001540235-26-000002 filed by Creative Planning
    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 5,646 shares
    Change vs previous 13F +338 shares

    <0.01% of the 13F portfolio, value $1,436,902.

    13F-HR 0001540235-25-000008 filed by Creative Planning
    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 5,308 shares
    Change vs previous 13F -359 shares

    <0.01% of the 13F portfolio, value $1,234,853.

    13F-HR 0001540235-25-000006 filed by Creative Planning
    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 5,667 shares
    Change vs previous 13F +596 shares

    <0.01% of the 13F portfolio, value $1,350,616.

    13F-HR 0001540235-25-000003 filed by Creative Planning
    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 5,071 shares
    Change vs previous 13F +98 shares

    <0.01% of the 13F portfolio, value $1,445,539.

    13F-HR 0001540235-25-000002 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 4,973 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,310,286.

    13F-HR 0001540235-24-000006 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

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