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Burns Matteson Capital Management, LLC: O position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Burns Matteson Capital Management, LLC on O, newest first. How the timeline and the estimate are built.

Burns Matteson Capital Management, LLC held 31,833 O shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,833 shares
    Change vs previous 13F -1,622 shares

    0.63% of the 13F portfolio, value $1,972,394.

    13F-HR 0001894164-26-000005 filed by Burns Matteson Capital Management, LLC
    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 33,455 shares
    Change vs previous 13F -8,493 shares

    0.8% of the 13F portfolio, value $2,046,748.

    13F-HR 0001894164-26-000004 filed by Burns Matteson Capital Management, LLC
    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 41,948 shares
    Change vs previous 13F -434 shares

    0.84% of the 13F portfolio, value $2,101,193.

    13F-HR 0001894164-26-000003 filed by Burns Matteson Capital Management, LLC
    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 42,382 shares
    Change vs previous 13F -1,163 shares

    0.96% of the 13F portfolio, value $2,291,948.

    13F-HR 0001894164-25-000009 filed by Burns Matteson Capital Management, LLC
    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 43,545 shares
    Change vs previous 13F +110 shares

    1.08% of the 13F portfolio, value $2,239,291.

    13F-HR 0001894164-25-000006 filed by Burns Matteson Capital Management, LLC
    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 43,435 shares
    Change vs previous 13F +898 shares

    1.21% of the 13F portfolio, value $2,248,443.

    13F-HR 0001894164-25-000004 filed by Burns Matteson Capital Management, LLC
    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 42,537 shares
    Change vs previous 13F -1,592 shares

    1.13% of the 13F portfolio, value $2,022,560.

    13F-HR 0001894164-25-000001 filed by Burns Matteson Capital Management, LLC
    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 44,129 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $2,501,694.

    13F-HR 0001894164-24-000011 filed by Burns Matteson Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).