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Disclosery

BURNEY CO/: PH position timeline

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

BURNEY CO/ held 33,681 PH 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 33,681 shares
    Change vs previous 13F -13,670 shares

    0.89% of the 13F portfolio, value $32,943,990.

    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 47,351 shares
    Change vs previous 13F -5,856 shares

    1.33% of the 13F portfolio, value $42,390,942.

    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 53,207 shares
    Change vs previous 13F +4,232 shares

    1.46% of the 13F portfolio, value $46,766,673.

    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 48,975 shares
    Change vs previous 13F -1,255 shares

    1.18% of the 13F portfolio, value $37,130,489.

    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 50,230 shares
    Change vs previous 13F -2,459 shares

    1.19% of the 13F portfolio, value $35,084,365.

    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 52,689 shares
    Change vs previous 13F -2,528 shares

    1.17% of the 13F portfolio, value $32,027,248.

    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 55,217 shares
    Change vs previous 13F -1,399 shares

    1.24% of the 13F portfolio, value $35,119,414.

    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 56,616 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $35,770,924.

    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).