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Disclosery

BURNEY CO/: PSX position timeline

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

BURNEY CO/ held 13,015 PSX 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 13,015 shares
    Change vs previous 13F +954 shares

    0.06% of the 13F portfolio, value $2,200,156.

    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 12,061 shares
    Change vs previous 13F -2,517 shares

    0.07% of the 13F portfolio, value $2,197,328.

    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 14,578 shares
    Change vs previous 13F -189 shares

    0.06% of the 13F portfolio, value $1,881,146.

    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 14,767 shares
    Change vs previous 13F +64 shares

    0.06% of the 13F portfolio, value $2,008,615.

    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 14,703 shares
    Change vs previous 13F -2,661 shares

    0.06% of the 13F portfolio, value $1,754,115.

    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 17,364 shares
    Change vs previous 13F -645 shares

    0.08% of the 13F portfolio, value $2,144,061.

    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 18,009 shares
    Change vs previous 13F -13,003 shares

    0.07% of the 13F portfolio, value $2,051,758.

    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 31,012 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $4,076,483.

    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).