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Elevation Wealth Partners’s Burlington BURL Stock Holding History

Elevation Wealth Partners’s Portfolio BURL Stock Details BURL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$35.8K Buy
134
+98
+272% +$30.4K 0.01% 481
2026
Q2 		$11.4K Buy
36
+30
+500% +$9.68K ﹤0.01% 774
2026
Q1 		$1.95K Buy
+6
New +$1.84K ﹤0.01% 916

Other funds holding BURL

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Elevation Wealth Partners's BURL Position: Q3 2026 in Review

Elevation Wealth Partners increased its Burlington (BURL) stake by 272% in Q3 2026, buying an estimated $30.4K and bringing the position to 134 shares worth $35.8K. The position accounts for 0.01% of the portfolio, ranked #481.

Elevation Wealth Partners first reported a position in BURL in Q1 2026 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold BURL as of Q3 2026.

  • Elevation Wealth Partners held 134 shares of Burlington worth $35.8K as of Q3 2026.
  • Elevation Wealth Partners bought 98 Burlington shares in Q3 2026, an estimated $30.4K.
  • Burlington made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #481 holding.
  • Elevation Wealth Partners first reported a position in Burlington in Q1 2026 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held Burlington as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.