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Disclosery

BURNEY CO/: IBM position timeline

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

BURNEY CO/ held 15,560 IBM 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 15,560 shares
    Change vs previous 13F +496 shares

    0.12% of the 13F portfolio, value $4,375,625.

    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 15,064 shares
    Change vs previous 13F -2,946 shares

    0.11% of the 13F portfolio, value $3,651,445.

    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 18,010 shares
    Change vs previous 13F +578 shares

    0.17% of the 13F portfolio, value $5,334,702.

    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 17,432 shares
    Change vs previous 13F +188 shares

    0.16% of the 13F portfolio, value $4,918,525.

    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 17,244 shares
    Change vs previous 13F -1,701 shares

    0.17% of the 13F portfolio, value $5,083,326.

    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 18,945 shares
    Change vs previous 13F +305 shares

    0.17% of the 13F portfolio, value $4,710,932.

    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 18,640 shares
    Change vs previous 13F +337 shares

    0.14% of the 13F portfolio, value $4,097,647.

    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 18,303 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $4,046,392.

    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).