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Manager record

Burton Enright Welch

Walnut Creek, CA · CIK 2105919 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$851.52MReported 13F valueQ2 2026 · as filed
146Holdings listed
+15.8%vs prior quartervalue change includes market moves
19Quarters on record
Jul 17Latest filed
Reported 13F value by quarter, Q4 2021 to Q2 2026Q4 2021: $149.5M$149.5MQ4 202158 holdingsQ1 2022: $181.2M$181.2MQ1 202261 holdingsQ2 2022: $166.4M$166.4MQ2 202262 holdingsQ3 2022: $201.5M$201.5MQ3 202260 holdingsQ4 2022: $240.4M$240.4MQ4 202262 holdingsQ1 2023: $262.3M$262.3MQ1 202366 holdingsQ2 2023: $320.5M$320.5MQ2 202372 holdingsQ3 2023: $324.1M$324.1MQ3 202371 holdingsQ4 2023: $374.4M$374.4MQ4 202381 holdingsQ1 2024: $415.7M$415.7MQ1 202489 holdingsQ2 2024: $433.8M$433.8MQ2 202492 holdingsQ3 2024: $466.2M$466.2MQ3 202493 holdingsQ4 2024: $476.2M$476.2MQ4 202498 holdingsQ1 2025: $491.8M$491.8MQ1 2025104 holdingsQ2 2025: $576.7M$576.7MQ2 2025123 holdingsQ3 2025: $662.4M$662.4MQ3 2025130 holdingsQ4 2025: $710.5M$710.5MQ4 2025128 holdingsQ1 2026: $735.5M$735.5MQ1 2026143 holdingsQ2 2026: $851.5M$851.5MQ2 2026146 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 17 2026 13F-HR · period Q2 2026

$851.52M · 146 holdings listed · View original SEC filing ↗
May 04 2026 13F-HR · period Q1 2026

$735.55M · 143 holdings listed · View original SEC filing ↗
Mar 09 2026 13F-HR · period Q2 2025

$576.68M · 123 holdings listed · View original SEC filing ↗
Mar 09 2026 13F-HR · period Q1 2025

$491.76M · 104 holdings listed · View original SEC filing ↗
Mar 09 2026 13F-HR · period Q4 2024

$476.24M · 98 holdings listed · View original SEC filing ↗
Mar 09 2026 13F-HR · period Q3 2024

$466.23M · 93 holdings listed · View original SEC filing ↗
Mar 09 2026 13F-HR · period Q2 2024

$433.82M · 92 holdings listed · View original SEC filing ↗
Mar 09 2026 13F-HR · period Q1 2024

$415.67M · 89 holdings listed · View original SEC filing ↗
Mar 09 2026 13F-HR · period Q4 2023

$374.41M · 81 holdings listed · View original SEC filing ↗
Mar 09 2026 13F-HR · period Q3 2023

$324.05M · 71 holdings listed · View original SEC filing ↗
Mar 09 2026 13F-HR · period Q2 2023

$320.47M · 72 holdings listed · View original SEC filing ↗
Mar 09 2026 13F-HR · period Q1 2023

$262.29M · 66 holdings listed · View original SEC filing ↗
Mar 09 2026 13F-HR · period Q4 2022

$240.41M · 62 holdings listed · View original SEC filing ↗
Mar 09 2026 13F-HR · period Q3 2022

$201.48M · 60 holdings listed · View original SEC filing ↗
Mar 09 2026 13F-HR · period Q2 2022

$166.41M · 62 holdings listed · View original SEC filing ↗
Mar 09 2026 13F-HR · period Q1 2022

$181.21M · 61 holdings listed · View original SEC filing ↗
Mar 09 2026 13F-HR · period Q4 2021

$149.46M · 58 holdings listed · View original SEC filing ↗
Mar 09 2026 13F-HR · period Q3 2025

$662.45M · 130 holdings listed · View original SEC filing ↗
Feb 13 2026 13F-HR · period Q4 2025

$710.46M · 128 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 17, 2026 · Change methodology