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Disclosery

BURNEY CO/: ZION position timeline

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

BURNEY CO/ held 17,815 ZION 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 17,815 shares
    Change vs previous 13F -2,631 shares

    0.03% of the 13F portfolio, value $1,232,620.

    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 20,446 shares
    Change vs previous 13F -60,904 shares

    0.04% of the 13F portfolio, value $1,178,099.

    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 81,350 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $4,762,229.

    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).