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Disclosery

BURNEY CO/: IWR position timeline

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

BURNEY CO/ held 3,426 IWR 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 3,426 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $377,953.

    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 3,426 shares
    Change vs previous 13F -940 shares

    0.01% of the 13F portfolio, value $333,107.

    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 4,366 shares
    Change vs previous 13F +788 shares

    0.01% of the 13F portfolio, value $420,312.

    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 3,578 shares
    Change vs previous 13F +934 shares

    0.01% of the 13F portfolio, value $345,453.

    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 2,644 shares
    Change vs previous 13F -90 shares

    0.01% of the 13F portfolio, value $243,166.

    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 2,734 shares
    Change vs previous 13F +91 shares

    0.01% of the 13F portfolio, value $232,579.

    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 2,643 shares
    Change vs previous 13F -7 shares

    0.01% of the 13F portfolio, value $233,638.

    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 2,650 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $233,568.

    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).