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BURNEY CO/: WTS position timeline

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

BURNEY CO/ held 37,525 WTS 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 37,525 shares
    Change vs previous 13F +931 shares

    0.4% of the 13F portfolio, value $14,689,177.

    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 36,594 shares
    Change vs previous 13F -16,730 shares

    0.33% of the 13F portfolio, value $10,622,872.

    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 53,324 shares
    Change vs previous 13F -14,376 shares

    0.46% of the 13F portfolio, value $14,718,491.

    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 67,700 shares
    Change vs previous 13F +33,179 shares

    0.6% of the 13F portfolio, value $18,907,256.

    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 34,521 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $8,488,369.

    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).