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Disclosery

BURNEY CO/: EXEL position timeline

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

BURNEY CO/ held 56,478 EXEL 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 56,478 shares
    Change vs previous 13F -78,729 shares

    0.08% of the 13F portfolio, value $3,072,968.

    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 135,207 shares
    Change vs previous 13F -69,390 shares

    0.18% of the 13F portfolio, value $5,799,028.

    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 204,597 shares
    Change vs previous 13F -25,538 shares

    0.28% of the 13F portfolio, value $8,967,487.

    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 230,135 shares
    Change vs previous 13F -175,993 shares

    0.3% of the 13F portfolio, value $9,504,576.

    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 406,128 shares
    Change vs previous 13F +4,912 shares

    0.61% of the 13F portfolio, value $17,900,093.

    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 401,216 shares
    Change vs previous 13F +32,843 shares

    0.54% of the 13F portfolio, value $14,812,895.

    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 368,373 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $12,266,821.

    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).