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Disclosery

BURNEY CO/: OTIS position timeline

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

BURNEY CO/ held 8,313 OTIS 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 8,313 shares
    Change vs previous 13F -6,076 shares

    0.02% of the 13F portfolio, value $595,241.

    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 14,389 shares
    Change vs previous 13F +5,163 shares

    0.03% of the 13F portfolio, value $1,109,124.

    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 9,226 shares
    Change vs previous 13F +93 shares

    0.03% of the 13F portfolio, value $805,902.

    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 9,133 shares
    Change vs previous 13F -84 shares

    0.03% of the 13F portfolio, value $835,030.

    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 9,217 shares
    Change vs previous 13F -528 shares

    0.03% of the 13F portfolio, value $912,655.

    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 9,745 shares
    Change vs previous 13F -169 shares

    0.04% of the 13F portfolio, value $1,005,660.

    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 9,914 shares
    Change vs previous 13F +60 shares

    0.03% of the 13F portfolio, value $918,105.

    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 9,854 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,024,180.

    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).