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Disclosery

BURNEY CO/: WU position timeline

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

BURNEY CO/ held 33,569 WU 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 33,569 shares
    Change vs previous 13F +2,211 shares

    0.01% of the 13F portfolio, value $258,481.

    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 31,358 shares
    Change vs previous 13F +20,171 shares

    0.01% of the 13F portfolio, value $273,755.

    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 11,187 shares
    Change vs previous 13F -5,495 shares

    <0.01% of the 13F portfolio, value $104,151.

    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 16,682 shares
    Change vs previous 13F -39,801 shares

    <0.01% of the 13F portfolio, value $133,289.

    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 56,483 shares
    Change vs previous 13F -12,394 shares

    0.02% of the 13F portfolio, value $475,587.

    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 68,877 shares
    Change vs previous 13F -34,116 shares

    0.03% of the 13F portfolio, value $728,719.

    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 102,993 shares
    Change vs previous 13F -314,277 shares

    0.04% of the 13F portfolio, value $1,091,726.

    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 417,270 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $4,978,030.

    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).