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Disclosery

BURNEY CO/: CALM position timeline

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

BURNEY CO/ held 17,187 CALM 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 17,187 shares
    Change vs previous 13F -3,892 shares

    0.04% of the 13F portfolio, value $1,384,585.

    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 21,079 shares
    Change vs previous 13F -49,534 shares

    0.05% of the 13F portfolio, value $1,668,403.

    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 70,613 shares
    Change vs previous 13F -39,423 shares

    0.18% of the 13F portfolio, value $5,618,676.

    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 110,036 shares
    Change vs previous 13F +12,808 shares

    0.33% of the 13F portfolio, value $10,354,388.

    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 97,228 shares
    Change vs previous 13F -24,244 shares

    0.33% of the 13F portfolio, value $9,686,825.

    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 121,472 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $11,041,805.

    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).