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Disclosery

BURNEY CO/: SR position timeline

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

BURNEY CO/ held 8,435 SR 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 8,435 shares
    Change vs previous 13F +758 shares

    0.02% of the 13F portfolio, value $658,689.

    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 7,677 shares
    Change vs previous 13F +3,239 shares

    0.02% of the 13F portfolio, value $695,076.

    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 4,438 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $367,023.

    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 4,438 shares
    Change vs previous 13F +1,101 shares

    0.01% of the 13F portfolio, value $361,786.

    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 3,337 shares
    Change vs previous 13F -104 shares

    0.01% of the 13F portfolio, value $243,568.

    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 3,441 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $269,258.

    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).