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Disclosery

BURNEY CO/: HWM position timeline

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

BURNEY CO/ held 46,051 HWM 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 46,051 shares
    Change vs previous 13F -3,673 shares

    0.33% of the 13F portfolio, value $12,381,272.

    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 49,724 shares
    Change vs previous 13F -11,692 shares

    0.36% of the 13F portfolio, value $11,459,393.

    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 61,416 shares
    Change vs previous 13F -1,803 shares

    0.39% of the 13F portfolio, value $12,591,600.

    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 63,219 shares
    Change vs previous 13F -54,559 shares

    0.39% of the 13F portfolio, value $12,405,552.

    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 117,778 shares
    Change vs previous 13F +11,734 shares

    0.74% of the 13F portfolio, value $21,922,064.

    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 106,044 shares
    Change vs previous 13F +84,954 shares

    0.5% of the 13F portfolio, value $13,757,096.

    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 21,090 shares
    Change vs previous 13F +5,541 shares

    0.08% of the 13F portfolio, value $2,306,620.

    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 15,549 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,558,787.

    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).