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Disclosery

BURNEY CO/: PEP position timeline

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

BURNEY CO/ held 20,928 PEP 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 20,928 shares
    Change vs previous 13F +1,727 shares

    0.08% of the 13F portfolio, value $2,833,621.

    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 19,201 shares
    Change vs previous 13F -407 shares

    0.09% of the 13F portfolio, value $2,981,650.

    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 19,608 shares
    Change vs previous 13F +653 shares

    0.09% of the 13F portfolio, value $2,814,131.

    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 18,955 shares
    Change vs previous 13F -711 shares

    0.08% of the 13F portfolio, value $2,662,031.

    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 19,666 shares
    Change vs previous 13F -2,675 shares

    0.09% of the 13F portfolio, value $2,596,714.

    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 22,341 shares
    Change vs previous 13F +454 shares

    0.12% of the 13F portfolio, value $3,349,746.

    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 21,887 shares
    Change vs previous 13F +448 shares

    0.12% of the 13F portfolio, value $3,328,159.

    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 21,439 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,645,727.

    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).