Burlington Stores, Inc.
US ˙ NYSE ˙ US1220171060 ˙ Auto Parts & Equipment Retail

SecurityBURL / Burlington Stores, Inc.
InstitutionConcord Wealth Partners
Latest Disclosed Ownership188 shares
Latest Disclosed Value $ 59,558
Concord Wealth Partners ownership in BURL / Burlington Stores, Inc.

On July 27, 2026 - Concord Wealth Partners filed a 13F-HR form disclosing ownership of 188 shares of Burlington Stores, Inc. (US:BURL) valued at $59,558 USD as of June 30, 2026. The entity filed a previous 13F-HR on May 1, 2026 disclosing 0 shares of Burlington Stores, Inc.. The current value of the position is $49,395 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-07-27 2026-06-30 13F BURLINGTON STORES COM 122017106 188 188 60 0.0068
2026-05-01 2026-03-31 13F BURLINGTON STORES COM 122017106 0 -188 -100.00 0 -100.00
2026-01-29 2025-12-31 13F BURLINGTON STORES COM 122017106 188 0 0.00 54 14.89 0.0071
2025-11-05 2025-09-30 13F BURLINGTON STORES COM 122017106 188 0 0.00 48 9.30 0.0066
2025-07-25 2025-06-30 13F BURLINGTON STORES COM 122017106 188 0 0.00 44 -2.27 0.0064
2025-05-02 2025-03-31 13F BURLINGTON STORES COM 122017106 188 0 0.00 45 -16.98 0.0074
2025-01-24 2024-12-31 13F BURLINGTON STORES COM 122017106 188 0 0.00 54 8.16 0.0088
2024-10-24 2024-09-30 13F BURLINGTON STORES COM 122017106 188 0 0.00 50 8.89 0.0083
2024-07-31 2024-06-30 13F BURLINGTON STORES COM 122017106 188 0 0.00 45 4.65 0.0080
2024-04-30 2024-03-31 13F BURLINGTON STORES COM 122017106 188 0 0.00 44 19.44 0.0079
2024-04-30 2023-12-31 13F/A-1 BURLINGTON STORES COM 122017106 188 -8 -4.08 37 38.46 0.0073
2024-02-06 2023-12-31 13F BURLINGTON STORES COM 122017106 188 -8 37 0.0073
2024-04-30 2023-09-30 13F/A-1 BURLINGTON STORES COM 122017106 196 0 0.00 27 -13.33 0.0056
2023-10-25 2023-09-30 13F BURLINGTON STORES COM 122017106 196 0 27 0.0056
2023-08-08 2023-06-30 13F BURLINGTON STORES COM 122017106 196 0 0.00 31 -23.08 0.0066
2023-04-26 2023-03-31 13F BURLINGTON STORES COM 122017106 196 0 0.00 40 0.00 0.0112
2023-01-30 2022-12-31 13F BURLINGTON STORES COM 122017106 196 196 40 0.0120
2022-11-10 2022-09-30 13F BURLINGTON STORES COM 122017106 0 -196 -100.00 0 -100.00
2022-08-04 2022-06-30 13F BURLINGTON STORES COM 122017106 196 0 0.00 27 -25.00 0.0074
2022-04-20 2022-03-31 13F BURLINGTON STORES COM 122017106 196 0 0.00 36 -36.84 0.0093
2022-01-21 2021-12-31 13F BURLINGTON STORES COM 122017106 196 0 0.00 57 1.79 0.0139
2021-11-09 2021-09-30 13F BURLINGTON STORES COM 122017106 196 0 0.00 56 -11.11 0.0229
2021-07-29 2021-06-30 13F BURLINGTON STORES COM 122017106 196 0 0.00 63 6.78 0.0181
2021-05-13 2021-03-31 13F BURLINGTON STORES COM 122017106 196 8 4.26 59 20.41 0.0199
2021-02-16 2020-12-31 13F BURLINGTON STORES COM 122017106 188 188 49 0.0378
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.