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BURNEY CO/: TRV position timeline

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

BURNEY CO/ held 9,890 TRV 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 9,890 shares
    Change vs previous 13F +50 shares

    0.09% of the 13F portfolio, value $3,264,821.

    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 9,840 shares
    Change vs previous 13F -1,469 shares

    0.09% of the 13F portfolio, value $2,870,073.

    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 11,309 shares
    Change vs previous 13F -19 shares

    0.1% of the 13F portfolio, value $3,280,418.

    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 11,328 shares
    Change vs previous 13F -86 shares

    0.1% of the 13F portfolio, value $3,163,128.

    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 11,414 shares
    Change vs previous 13F +125 shares

    0.1% of the 13F portfolio, value $3,053,820.

    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 11,289 shares
    Change vs previous 13F -395 shares

    0.11% of the 13F portfolio, value $2,985,606.

    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 11,684 shares
    Change vs previous 13F +189 shares

    0.1% of the 13F portfolio, value $2,814,665.

    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 11,495 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,691,313.

    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).