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Disclosery

BURNEY CO/: WMB position timeline

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

BURNEY CO/ held 21,316 WMB 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 21,316 shares
    Change vs previous 13F -11,714 shares

    0.04% of the 13F portfolio, value $1,584,631.

    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 33,030 shares
    Change vs previous 13F -12,496 shares

    0.08% of the 13F portfolio, value $2,403,923.

    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 45,526 shares
    Change vs previous 13F -1,138 shares

    0.09% of the 13F portfolio, value $2,736,568.

    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 46,664 shares
    Change vs previous 13F -2,185 shares

    0.09% of the 13F portfolio, value $2,956,167.

    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 48,849 shares
    Change vs previous 13F -1,056 shares

    0.1% of the 13F portfolio, value $3,068,190.

    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 49,905 shares
    Change vs previous 13F +1,348 shares

    0.11% of the 13F portfolio, value $2,982,351.

    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 48,557 shares
    Change vs previous 13F +1,425 shares

    0.09% of the 13F portfolio, value $2,627,905.

    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 47,132 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,151,576.

    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).