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Disclosery

BURNEY CO/: SPY position timeline

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

BURNEY CO/ held 3,770 SPY 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 3,770 shares
    Change vs previous 13F +170 shares

    0.08% of the 13F portfolio, value $2,815,239.

    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 3,600 shares
    Change vs previous 13F -3,820 shares

    0.07% of the 13F portfolio, value $2,341,092.

    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 7,420 shares
    Change vs previous 13F +1,718 shares

    0.16% of the 13F portfolio, value $5,060,179.

    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 5,702 shares
    Change vs previous 13F +15 shares

    0.12% of the 13F portfolio, value $3,798,740.

    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 5,687 shares
    Change vs previous 13F +376 shares

    0.12% of the 13F portfolio, value $3,513,730.

    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 5,311 shares
    Change vs previous 13F -4,628 shares

    0.11% of the 13F portfolio, value $2,971,006.

    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 9,939 shares
    Change vs previous 13F +72 shares

    0.21% of the 13F portfolio, value $5,825,195.

    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 9,867 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $5,661,433.

    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).