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Disclosery

BURNEY CO/: APAM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BURNEY CO/ on APAM, newest first. How the timeline and the estimate are built.

BURNEY CO/ held 23,999 APAM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,999 shares
    Change vs previous 13F +1,095 shares

    0.02% of the 13F portfolio, value $828,685.

    13F-HR 0000940445-26-000004 filed by BURNEY CO/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 22,904 shares
    Change vs previous 13F +3,129 shares

    0.03% of the 13F portfolio, value $833,477.

    13F-HR 0000940445-26-000003 filed by BURNEY CO/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 19,775 shares
    Change vs previous 13F +1,212 shares

    0.03% of the 13F portfolio, value $805,634.

    13F-HR 0000940445-26-000001 filed by BURNEY CO/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 18,563 shares
    Change vs previous 13F +665 shares

    0.03% of the 13F portfolio, value $805,634.

    13F-HR 0000940445-25-000011 filed by BURNEY CO/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 17,898 shares
    Change vs previous 13F +3,522 shares

    0.03% of the 13F portfolio, value $793,418.

    13F-HR 0000940445-25-000010 filed by BURNEY CO/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 14,376 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $562,102.

    13F-HR 0000940445-25-000004 filed by BURNEY CO/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).