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Disclosery

BURNEY CO/: CVS position timeline

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

BURNEY CO/ held 66,339 CVS 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 66,339 shares
    Change vs previous 13F +1,098 shares

    0.19% of the 13F portfolio, value $6,862,811.

    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 65,241 shares
    Change vs previous 13F -28,272 shares

    0.15% of the 13F portfolio, value $4,685,590.

    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 93,513 shares
    Change vs previous 13F -35,683 shares

    0.23% of the 13F portfolio, value $7,421,194.

    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 129,196 shares
    Change vs previous 13F -45,923 shares

    0.31% of the 13F portfolio, value $9,740,112.

    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 175,119 shares
    Change vs previous 13F -62,244 shares

    0.41% of the 13F portfolio, value $12,079,694.

    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 237,363 shares
    Change vs previous 13F +217,767 shares

    0.59% of the 13F portfolio, value $16,081,361.

    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 19,596 shares
    Change vs previous 13F -1,129 shares

    0.03% of the 13F portfolio, value $879,680.

    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 20,725 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,303,185.

    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).