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Disclosery

BURNEY CO/: SPG position timeline

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

BURNEY CO/ held 14,554 SPG 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 14,554 shares
    Change vs previous 13F -6,878 shares

    0.09% of the 13F portfolio, value $3,255,056.

    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 21,432 shares
    Change vs previous 13F -3,462 shares

    0.12% of the 13F portfolio, value $3,997,711.

    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 24,894 shares
    Change vs previous 13F -11,231 shares

    0.14% of the 13F portfolio, value $4,608,128.

    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 36,125 shares
    Change vs previous 13F +10,553 shares

    0.22% of the 13F portfolio, value $6,779,579.

    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 25,572 shares
    Change vs previous 13F +23,321 shares

    0.14% of the 13F portfolio, value $4,110,955.

    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 2,251 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $373,846.

    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 2,251 shares
    Change vs previous 13F +674 shares

    0.01% of the 13F portfolio, value $387,645.

    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 1,577 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $266,545.

    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).