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Creative Planning BURL Position History
Burlington Stores, Inc. • Consumer Cyclical
Quarters held
8
Latest value
$2.7M
Q3 2026
Peak value
$8.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.4M |
| Q3 2025 | $19K |
| Q4 2025 | $2.2M |
| Q1 2026 | $7.7M |
| Q2 2026 | $25K |
| Q2 2026 | $8.3M |
| Q3 2026 | $21K |
| Q3 2026 | $2.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.7M | 10.1K | — | — |
| Q3 2026 | $21K | 79 | — | — |
| Q2 2026 | $8.3M | 26.2K | — | — |
| Q2 2026 | $25K | 78 | — | — |
| Q1 2026 | $7.7M | 23.6K | — | — |
| Q4 2025 | $2.2M | 7.7K | — | — |
| Q3 2025 | $19K | 74 | — | — |
| Q3 2025 | $1.4M | 5.6K | — | — |
Other funds holding BURL
$1.5B
$1.5B
$1.5B
$1.3B
$742.8M
$742.8M
$724.9M