Burling Wealth Partners, LLCGrowthConcentrated trader

CIK: 0002054946 | CHICAGO, IL

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q2 2026	13F-HR	180	$683.4M	2026-08-04	SEC ↗
Q1 2026	13F-HR	177	$618.3M	2026-05-08	SEC ↗
Q4 2025	13F-HR	185	$643.6M	2026-02-06	SEC ↗
Q3 2025	13F-HR	176	$604.0M	2025-11-07	SEC ↗
Q2 2025	13F-HR	173	$541.7M	2025-08-08	SEC ↗
Q1 2025	13F-HR	165	$475.0M	2025-05-02	SEC ↗
Q4 2024	13F-HR	164	$490.1M	2025-02-14	SEC ↗