BURR FINANCIAL SERVICES, LLC

All 13F Filings

Location
Sparks, NV
Most recent 13F
Q2 2026
Holdings value ($000)
161,161
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/10/2026 26 161,161 13F-HR BURR FINANCIAL SERVICES, LLC
Q1 2026 4/10/2026 25 125,843 13F-HR BURR FINANCIAL SERVICES, LLC
Q4 2025 2/3/2026 26 133,673 13F-HR BURR FINANCIAL SERVICES, LLC
Q3 2025 10/17/2025 28 134,634 13F-HR BURR FINANCIAL SERVICES, LLC
Q2 2025 7/9/2025 30 118,881 13F-HR BURR FINANCIAL SERVICES, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 161.2 K 100.0% 35.32 K 0 35.32 K
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Fund Snapshot

Q2 2026
Latest filed
8/10/2026
Total value ($000)
161,161
Holdings
26
QoQ value change ($000)
35,318 (28.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.