Skip to content
Disclosery

BURNEY CO/: SHEL position timeline

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

BURNEY CO/ held 27,526 SHEL 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 27,526 shares
    Change vs previous 13F -776 shares

    0.06% of the 13F portfolio, value $2,134,401.

    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 28,302 shares
    Change vs previous 13F -1,749 shares

    0.08% of the 13F portfolio, value $2,632,088.

    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 30,051 shares
    Change vs previous 13F +1,025 shares

    0.07% of the 13F portfolio, value $2,208,144.

    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 29,026 shares
    Change vs previous 13F +49 shares

    0.07% of the 13F portfolio, value $2,076,216.

    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 28,977 shares
    Change vs previous 13F -1,040 shares

    0.07% of the 13F portfolio, value $2,040,258.

    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 30,017 shares
    Change vs previous 13F +51 shares

    0.08% of the 13F portfolio, value $2,199,627.

    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 29,966 shares
    Change vs previous 13F +133 shares

    0.07% of the 13F portfolio, value $1,877,377.

    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 29,833 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,967,476.

    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).