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Disclosery

BURNEY CO/: IMO position timeline

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

BURNEY CO/ held 36,824 IMO 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 36,824 shares
    Change vs previous 13F +1,057 shares

    0.11% of the 13F portfolio, value $4,125,024.

    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 35,767 shares
    Change vs previous 13F -736 shares

    0.15% of the 13F portfolio, value $4,679,039.

    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 36,503 shares
    Change vs previous 13F +1,585 shares

    0.1% of the 13F portfolio, value $3,150,574.

    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 34,918 shares
    Change vs previous 13F +68 shares

    0.1% of the 13F portfolio, value $3,168,459.

    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 34,850 shares
    Change vs previous 13F +445 shares

    0.09% of the 13F portfolio, value $2,769,878.

    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 34,405 shares
    Change vs previous 13F +973 shares

    0.09% of the 13F portfolio, value $2,488,170.

    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 33,432 shares
    Change vs previous 13F +1,872 shares

    0.07% of the 13F portfolio, value $2,059,411.

    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 31,560 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,223,402.

    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).