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Disclosery

BURNEY CO/: TROW position timeline

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

BURNEY CO/ held 7,072 TROW 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 7,072 shares
    Change vs previous 13F +357 shares

    0.02% of the 13F portfolio, value $804,016.

    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 6,715 shares
    Change vs previous 13F +710 shares

    0.02% of the 13F portfolio, value $605,290.

    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 6,005 shares
    Change vs previous 13F -1,517 shares

    0.02% of the 13F portfolio, value $614,786.

    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 7,522 shares
    Change vs previous 13F -3,463 shares

    0.02% of the 13F portfolio, value $772,108.

    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 10,985 shares
    Change vs previous 13F -11,231 shares

    0.04% of the 13F portfolio, value $1,060,067.

    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 22,216 shares
    Change vs previous 13F -160,583 shares

    0.07% of the 13F portfolio, value $2,041,003.

    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 182,799 shares
    Change vs previous 13F -55,524 shares

    0.73% of the 13F portfolio, value $20,672,720.

    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 238,323 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $25,960,476.

    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).