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Focus Partners Wealth: BURL position timeline

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

Focus Partners Wealth held 19,067 BURL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,067 shares
    Change vs previous 13F -1,401 shares

    0.01% of the 13F portfolio, value $6,040,543.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 14,494 shares
    • Focus Partners Advisor Solutions, LLC: 4,573 shares

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

  2. period ended2026-03-31
    13F 20,468 shares
    Change vs previous 13F +18,665 shares

    0.01% of the 13F portfolio, value $6,694,585.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 14,721 shares
    • Focus Partners Advisor Solutions, LLC: 5,747 shares

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

  3. period ended2025-12-31
    13F 1,803 shares
    Change vs previous 13F -5,273 shares

    <0.01% of the 13F portfolio, value $520,913.

    13F-HR 0001868872-26-000002 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 892 shares
    • Focus Partners Advisor Solutions, LLC: 911 shares

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

  4. period ended2025-09-30
    13F 7,076 shares
    Change vs previous 13F +7,076 shares

    <0.01% of the 13F portfolio, value $655,271.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    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 0 shares
    Change vs previous 13F -1,222 shares

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F/A 1,222 shares
    Change vs previous 13F -369 shares

    <0.01% of the 13F portfolio, value $291,239.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    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/A 1,591 shares
    Change vs previous 13F +349 shares

    <0.01% of the 13F portfolio, value $453,531.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    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 1,242 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $327,243.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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