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Disclosery

BURNEY CO/: BIV position timeline

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

BURNEY CO/ held 139,339 BIV 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 139,339 shares
    Change vs previous 13F -5,778 shares

    0.29% of the 13F portfolio, value $10,687,317.

    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 145,117 shares
    Change vs previous 13F -3,466 shares

    0.35% of the 13F portfolio, value $11,200,146.

    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 148,583 shares
    Change vs previous 13F -348 shares

    0.36% of the 13F portfolio, value $11,571,660.

    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 148,931 shares
    Change vs previous 13F -3,135 shares

    0.37% of the 13F portfolio, value $11,630,037.

    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 152,066 shares
    Change vs previous 13F +585 shares

    0.4% of the 13F portfolio, value $11,760,800.

    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 151,481 shares
    Change vs previous 13F -16,231 shares

    0.42% of the 13F portfolio, value $11,598,915.

    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).

  7. period ended2024-12-31
    13F 167,712 shares
    Change vs previous 13F -21,753 shares

    0.44% of the 13F portfolio, value $12,533,132.

    13F-HR 0000940445-25-000001 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).

  8. period ended2024-09-30
    13F 189,465 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $14,848,387.

    13F-HR 0000940445-24-000018 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).