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Disclosery

BURNEY CO/: IVV position timeline

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

BURNEY CO/ held 9,472 IVV 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 9,472 shares
    Change vs previous 13F +107 shares

    0.19% of the 13F portfolio, value $7,093,214.

    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 9,365 shares
    Change vs previous 13F -1,641 shares

    0.19% of the 13F portfolio, value $6,117,324.

    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 11,006 shares
    Change vs previous 13F +8,592 shares

    0.24% of the 13F portfolio, value $7,538,505.

    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 2,414 shares
    Change vs previous 13F -59 shares

    0.05% of the 13F portfolio, value $1,615,743.

    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 2,473 shares
    Change vs previous 13F +205 shares

    0.05% of the 13F portfolio, value $1,535,535.

    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 2,268 shares
    Change vs previous 13F -530 shares

    0.05% of the 13F portfolio, value $1,274,434.

    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 2,798 shares
    Change vs previous 13F -425 shares

    0.06% of the 13F portfolio, value $1,647,173.

    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 3,223 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,859,137.

    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).