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Disclosery

BURNEY CO/: TOL position timeline

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

BURNEY CO/ held 34,071 TOL 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 34,071 shares
    Change vs previous 13F -600 shares

    0.15% of the 13F portfolio, value $5,613,274.

    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 34,671 shares
    Change vs previous 13F -7,656 shares

    0.15% of the 13F portfolio, value $4,731,577.

    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 42,327 shares
    Change vs previous 13F -4,657 shares

    0.18% of the 13F portfolio, value $5,723,420.

    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 46,984 shares
    Change vs previous 13F -4,310 shares

    0.21% of the 13F portfolio, value $6,490,372.

    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 51,294 shares
    Change vs previous 13F -49,620 shares

    0.2% of the 13F portfolio, value $5,854,192.

    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 100,914 shares
    Change vs previous 13F -238,942 shares

    0.39% of the 13F portfolio, value $10,655,499.

    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 339,856 shares
    Change vs previous 13F +19,373 shares

    1.51% of the 13F portfolio, value $42,804,925.

    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 320,483 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $49,511,368.

    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).