Burney Co

SEC CIK: 0000940445
Latest filing: Jul 14, 2026

SEC filings (opens in a new tab)

PG holding history

Procter & Gamble Co 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.

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

Shares (Q2 2026): 72,022
Value: $10.6M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of PG by Burney Co, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	72,022	$10.6M	0.3%	−944−1.3%	Reduced	Holders
Q1 2026	72,966	$10.5M	0.3%	−2,529−3.3%	Reduced	Holders
Q4 2025	75,495	$10.8M	0.3%	+776+1.0%	Added	Holders
Q3 2025	74,719	$11.5M	0.4%	−1,341−1.8%	Reduced	Holders
Q2 2025	76,060	$12.1M	0.4%	−246−0.3%	Reduced	Holders
Q1 2025	76,306	$13.0M	0.5%	−2,271−2.9%	Reduced	Holders
Q4 2024	78,577	$13.2M	0.5%	+637+0.8%	Added	Holders
Q3 2024	77,940	$13.5M	0.5%	−193−0.2%	Reduced	Holders
Q2 2024	78,133	$12.9M	0.5%	−79−0.1%	Reduced	Holders
Q1 2024	78,212	$12.7M	0.5%	−1,134−1.4%	Reduced	Holders
Q4 2023	79,346	$11.6M	0.5%	−829−1.0%	Reduced	Holders
Q3 2023	80,175	$11.7M	0.5%	+363+0.5%	Added	Holders
Q2 2023	79,812	$12.1M	0.6%	−57−0.1%	Reduced	Holders
Q1 2023	79,869	$11.9M	0.6%	−2,668−3.2%	Reduced	Holders
Q4 2022	82,537	$12.5M	0.6%	−1,425−1.7%	Reduced	Holders
Q3 2022	83,962	$10.6M	0.6%	+440+0.5%	Added	Holders
Q2 2022	83,522	$12.0M	0.6%	+722+0.9%	Added	Holders
Q1 2022	82,800	$12.7M	0.6%	−70.0%	Reduced	Holders
Q4 2021	82,807	$13.5M	0.6%	−218−0.3%	Reduced	Holders
Q3 2021	83,025	$11.6M	0.5%	−184−0.2%	Reduced	Holders
Q2 2021	83,209	$11.2M	0.5%	−1,445−1.7%	Reduced	Holders
Q1 2021	84,654	$11.5M	0.6%	–	–	Holders

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