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BURNEY CO/: WAT position timeline

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

BURNEY CO/ held 1,044 WAT 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 1,044 shares
    Change vs previous 13F -2,511 shares

    0.01% of the 13F portfolio, value $391,542.

    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 3,555 shares
    Change vs previous 13F -400 shares

    0.03% of the 13F portfolio, value $1,058,679.

    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 3,955 shares
    Change vs previous 13F +851 shares

    0.05% of the 13F portfolio, value $1,502,228.

    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 3,104 shares
    Change vs previous 13F -870 shares

    0.03% of the 13F portfolio, value $930,610.

    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 3,974 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $1,387,085.

    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 3,974 shares
    Change vs previous 13F -620 shares

    0.05% of the 13F portfolio, value $1,464,697.

    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 4,594 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,704,282.

    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 4,594 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,653,335.

    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).