Skip to content
Disclosery

BURNEY CO/: WMT position timeline

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

BURNEY CO/ held 124,107 WMT 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 124,107 shares
    Change vs previous 13F +638 shares

    0.38% of the 13F portfolio, value $14,056,346.

    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 123,469 shares
    Change vs previous 13F -29,988 shares

    0.48% of the 13F portfolio, value $15,344,674.

    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 153,457 shares
    Change vs previous 13F -31,873 shares

    0.53% of the 13F portfolio, value $17,096,611.

    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 185,330 shares
    Change vs previous 13F +33,432 shares

    0.61% of the 13F portfolio, value $19,100,081.

    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 151,898 shares
    Change vs previous 13F -57,144 shares

    0.5% of the 13F portfolio, value $14,852,634.

    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 209,042 shares
    Change vs previous 13F -12,804 shares

    0.67% of the 13F portfolio, value $18,351,779.

    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 221,846 shares
    Change vs previous 13F +31,664 shares

    0.71% of the 13F portfolio, value $20,043,768.

    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 190,182 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $15,357,172.

    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).