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Disclosery

BURNEY CO/: CPA position timeline

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

BURNEY CO/ held 77,576 CPA 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 77,576 shares
    Change vs previous 13F +16,787 shares

    0.33% of the 13F portfolio, value $12,068,498.

    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 60,789 shares
    Change vs previous 13F +54,757 shares

    0.22% of the 13F portfolio, value $6,906,238.

    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 6,032 shares
    Change vs previous 13F +111 shares

    0.02% of the 13F portfolio, value $727,520.

    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 5,921 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $703,533.

    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).