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Disclosery

BURNEY CO/: LOPE position timeline

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

BURNEY CO/ held 4,007 LOPE 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 4,007 shares
    Change vs previous 13F +417 shares

    0.02% of the 13F portfolio, value $573,442.

    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 3,590 shares
    Change vs previous 13F -283 shares

    0.02% of the 13F portfolio, value $610,408.

    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 3,873 shares
    Change vs previous 13F +68 shares

    0.02% of the 13F portfolio, value $644,119.

    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 3,805 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $835,274.

    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).