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Disclosery

BURNEY CO/: FHI position timeline

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

BURNEY CO/ held 102,363 FHI 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 102,363 shares
    Change vs previous 13F -24,351 shares

    0.15% of the 13F portfolio, value $5,652,485.

    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 126,714 shares
    Change vs previous 13F -91,947 shares

    0.22% of the 13F portfolio, value $7,185,951.

    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 218,661 shares
    Change vs previous 13F +83,529 shares

    0.35% of the 13F portfolio, value $11,385,678.

    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 135,132 shares
    Change vs previous 13F +14,253 shares

    0.22% of the 13F portfolio, value $7,017,405.

    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 120,879 shares
    Change vs previous 13F +1,221 shares

    0.18% of the 13F portfolio, value $5,357,357.

    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 119,658 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $4,878,457.

    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).