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Disclosery

BURNEY CO/: POR position timeline

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

BURNEY CO/ held 17,942 POR 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 17,942 shares
    Change vs previous 13F -2,370 shares

    0.03% of the 13F portfolio, value $929,950.

    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 20,312 shares
    Change vs previous 13F -4,652 shares

    0.03% of the 13F portfolio, value $1,071,864.

    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 24,964 shares
    Change vs previous 13F -48,306 shares

    0.04% of the 13F portfolio, value $1,198,022.

    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 73,270 shares
    Change vs previous 13F +10,340 shares

    0.1% of the 13F portfolio, value $3,223,880.

    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 62,930 shares
    Change vs previous 13F -29,396 shares

    0.09% of the 13F portfolio, value $2,556,846.

    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 92,326 shares
    Change vs previous 13F +63,807 shares

    0.15% of the 13F portfolio, value $4,117,732.

    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 28,519 shares
    Change vs previous 13F -455 shares

    0.04% of the 13F portfolio, value $1,243,991.

    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 28,974 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,387,874.

    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).