Burney Co

SEC CIK: 0000940445
Latest filing: Jul 14, 2026

SEC filings (opens in a new tab)

BR holding history

Broadridge Financial Solutions, Inc. in every 13F filed by Burney Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BR overview All 13F holders of BR Full Q2 2026 holdings

Shares (Q2 2026): 19,160
Value: $2.62M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of BR by Burney Co, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	19,160	$2.62M	0.1%	+38+0.2%	Added	Holders
Q1 2026	19,122	$3.11M	0.1%	−123−0.6%	Reduced	Holders
Q4 2025	19,245	$4.29M	0.1%	+108+0.6%	Added	Holders
Q3 2025	19,137	$4.56M	0.1%	−565−2.9%	Reduced	Holders
Q2 2025	19,702	$4.79M	0.2%	−417−2.1%	Reduced	Holders
Q1 2025	20,119	$4.88M	0.2%	−124−0.6%	Reduced	Holders
Q4 2024	20,243	$4.58M	0.2%	+294+1.5%	Added	Holders
Q3 2024	19,949	$4.29M	0.2%	−381−1.9%	Reduced	Holders
Q2 2024	20,330	$4.01M	0.2%	−113−0.6%	Reduced	Holders
Q1 2024	20,443	$4.19M	0.2%	+751+3.8%	Added	Holders
Q4 2023	19,692	$4.05M	0.2%	−20−0.1%	Reduced	Holders
Q3 2023	19,712	$3.53M	0.2%	+145+0.7%	Added	Holders
Q2 2023	19,567	$3.24M	0.1%	−114−0.6%	Reduced	Holders
Q1 2023	19,681	$2.88M	0.1%	−25−0.1%	Reduced	Holders
Q4 2022	19,706	$2.64M	0.1%	−260−1.3%	Reduced	Holders
Q3 2022	19,966	$2.88M	0.2%	−193−1.0%	Reduced	Holders
Q2 2022	20,159	$2.87M	0.2%	+20+0.1%	Added	Holders
Q1 2022	20,139	$3.14M	0.1%	−75−0.4%	Reduced	Holders
Q4 2021	20,214	$3.70M	0.2%	−503−2.4%	Reduced	Holders
Q3 2021	20,717	$3.45M	0.2%	+64+0.3%	Added	Holders
Q2 2021	20,653	$3.34M	0.2%	+52+0.3%	Added	Holders
Q1 2021	20,601	$3.15M	0.2%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.