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Disclosery

BURNEY CO/: EXC position timeline

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

BURNEY CO/ held 16,703 EXC 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 16,703 shares
    Change vs previous 13F -179 shares

    0.02% of the 13F portfolio, value $778,691.

    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 16,882 shares
    Change vs previous 13F -12,334 shares

    0.03% of the 13F portfolio, value $827,540.

    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 29,216 shares
    Change vs previous 13F -918 shares

    0.04% of the 13F portfolio, value $1,273,511.

    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 30,134 shares
    Change vs previous 13F -174 shares

    0.04% of the 13F portfolio, value $1,356,346.

    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 30,308 shares
    Change vs previous 13F +526 shares

    0.04% of the 13F portfolio, value $1,315,987.

    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 29,782 shares
    Change vs previous 13F -4,394 shares

    0.05% of the 13F portfolio, value $1,372,368.

    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 34,176 shares
    Change vs previous 13F +8,928 shares

    0.05% of the 13F portfolio, value $1,286,395.

    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 25,248 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,023,813.

    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).