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Disclosery

BURNEY CO/: PSMT position timeline

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

BURNEY CO/ held 62,133 PSMT 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 62,133 shares
    Change vs previous 13F -1,203 shares

    0.33% of the 13F portfolio, value $12,137,061.

    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 63,336 shares
    Change vs previous 13F -35,111 shares

    0.3% of the 13F portfolio, value $9,532,068.

    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 98,447 shares
    Change vs previous 13F -862 shares

    0.38% of the 13F portfolio, value $12,076,493.

    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 99,309 shares
    Change vs previous 13F +2,421 shares

    0.38% of the 13F portfolio, value $12,035,258.

    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 96,888 shares
    Change vs previous 13F +3,912 shares

    0.34% of the 13F portfolio, value $10,177,116.

    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 92,976 shares
    Change vs previous 13F +38,399 shares

    0.3% of the 13F portfolio, value $8,167,942.

    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 54,577 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $5,030,362.

    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).