• 13F History

BURLING WEALTH PARTNERS, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$490M
Signature - Title
Chris Nelson - Chief Compliance Officer
Location
Chicago, IL
Summary
This page shows a list of all the recent 13F filings made by BURLING WEALTH PARTNERS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BURLING WEALTH PARTNERS, LLC reported 164 stock holdings with total value $490M as of Q4 2024. Top holdings included AAPL, MSFT, AMZN, VO, and BX.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 164 $490M $0 $0 AAPL, MSFT, AMZN, VO, BX 13F-HR 2/14/2025, 09:56 AM