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Disclosery

BURNEY CO/: DOCU position timeline

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

BURNEY CO/ held 6,814 DOCU 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 6,814 shares
    Change vs previous 13F -64,707 shares

    0.01% of the 13F portfolio, value $302,699.

    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 71,521 shares
    Change vs previous 13F -45,007 shares

    0.11% of the 13F portfolio, value $3,390,833.

    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 116,528 shares
    Change vs previous 13F -5,297 shares

    0.25% of the 13F portfolio, value $7,970,547.

    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 121,825 shares
    Change vs previous 13F -9,440 shares

    0.28% of the 13F portfolio, value $8,782,398.

    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 131,265 shares
    Change vs previous 13F -11,008 shares

    0.35% of the 13F portfolio, value $10,224,267.

    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 142,273 shares
    Change vs previous 13F -58,373 shares

    0.42% of the 13F portfolio, value $11,581,060.

    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 200,646 shares
    Change vs previous 13F +7,364 shares

    0.64% of the 13F portfolio, value $18,046,144.

    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 193,282 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $12,000,909.

    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).