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Disclosery

BURNEY CO/: HE position timeline

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

BURNEY CO/ held 84,369 HE 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 84,369 shares
    Change vs previous 13F +12,276 shares

    0.03% of the 13F portfolio, value $1,141,513.

    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 72,093 shares
    Change vs previous 13F +56,464 shares

    0.03% of the 13F portfolio, value $1,069,860.

    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 15,629 shares
    Change vs previous 13F +3,312 shares

    0.01% of the 13F portfolio, value $192,237.

    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 12,317 shares
    Change vs previous 13F -63 shares

    <0.01% of the 13F portfolio, value $135,980.

    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 12,380 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $131,599.

    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).