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Disclosery

BURNEY CO/: AU position timeline

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

BURNEY CO/ held 49,015 AU 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 49,015 shares
    Change vs previous 13F +12,743 shares

    0.11% of the 13F portfolio, value $3,964,823.

    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 36,272 shares
    Change vs previous 13F -328 shares

    0.11% of the 13F portfolio, value $3,531,442.

    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 36,600 shares
    Change vs previous 13F +1,070 shares

    0.1% of the 13F portfolio, value $3,121,248.

    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 35,530 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,498,825.

    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).