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Disclosery

BURNEY CO/: URI position timeline

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

BURNEY CO/ held 10,040 URI 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 10,040 shares
    Change vs previous 13F -1,048 shares

    0.31% of the 13F portfolio, value $11,374,175.

    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 11,088 shares
    Change vs previous 13F -3,991 shares

    0.25% of the 13F portfolio, value $8,078,126.

    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 15,079 shares
    Change vs previous 13F -106 shares

    0.38% of the 13F portfolio, value $12,203,463.

    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 15,185 shares
    Change vs previous 13F -564 shares

    0.46% of the 13F portfolio, value $14,496,540.

    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 15,749 shares
    Change vs previous 13F -4,061 shares

    0.4% of the 13F portfolio, value $11,865,111.

    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 19,810 shares
    Change vs previous 13F +469 shares

    0.45% of the 13F portfolio, value $12,415,110.

    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 19,341 shares
    Change vs previous 13F +86 shares

    0.48% of the 13F portfolio, value $13,624,526.

    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 19,255 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $15,591,139.

    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).