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Disclosery

BURNEY CO/: ITRI position timeline

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

BURNEY CO/ held 0 ITRI shares at 2026-03-31 per its 13F-HR filed 2026-04-29.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -2,399 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 2,399 shares
    Change vs previous 13F -12,512 shares

    0.01% of the 13F portfolio, value $222,771.

    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).

  3. period ended2025-09-30
    13F 14,911 shares
    Change vs previous 13F +250 shares

    0.06% of the 13F portfolio, value $1,857,314.

    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).

  4. period ended2025-06-30
    13F 14,661 shares
    Change vs previous 13F +6,244 shares

    0.07% of the 13F portfolio, value $1,929,827.

    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).

  5. period ended2025-03-31
    13F 8,417 shares
    Change vs previous 13F -378 shares

    0.03% of the 13F portfolio, value $881,765.

    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).

  6. period ended2024-12-31
    13F 8,795 shares
    Change vs previous 13F +4,955 shares

    0.03% of the 13F portfolio, value $954,961.

    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).

  7. period ended2024-09-30
    13F 3,840 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $410,150.

    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).