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Disclosery

BURNEY CO/: OFG position timeline

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

BURNEY CO/ held 19,312 OFG 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 19,312 shares
    Change vs previous 13F -6,436 shares

    0.03% of the 13F portfolio, value $947,640.

    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 25,748 shares
    Change vs previous 13F -118,540 shares

    0.03% of the 13F portfolio, value $1,041,764.

    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 144,288 shares
    Change vs previous 13F -103,990 shares

    0.18% of the 13F portfolio, value $5,912,922.

    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 248,278 shares
    Change vs previous 13F +9,111 shares

    0.34% of the 13F portfolio, value $10,797,610.

    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 239,167 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $10,236,348.

    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).