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Disclosery

BURNEY CO/: SW position timeline

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

BURNEY CO/ held 16,199 SW 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 16,199 shares
    Change vs previous 13F -198 shares

    0.02% of the 13F portfolio, value $749,387.

    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 16,397 shares
    Change vs previous 13F -400 shares

    0.02% of the 13F portfolio, value $653,439.

    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 16,797 shares
    Change vs previous 13F -1,524 shares

    0.02% of the 13F portfolio, value $649,558.

    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 18,321 shares
    Change vs previous 13F -942 shares

    0.02% of the 13F portfolio, value $779,945.

    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 19,263 shares
    Change vs previous 13F -26,112 shares

    0.03% of the 13F portfolio, value $831,219.

    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 45,375 shares
    Change vs previous 13F -1,106 shares

    0.07% of the 13F portfolio, value $2,044,619.

    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 46,481 shares
    Change vs previous 13F -330 shares

    0.09% of the 13F portfolio, value $2,503,492.

    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 46,811 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,313,423.

    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).