Burney Co

SEC CIK: 0000940445
Latest filing: Jul 14, 2026

SEC filings (opens in a new tab)

RJF holding history

Raymond James Financial 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.

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

Shares (Q2 2026): 49,847
Value: $7.58M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of RJF by Burney Co, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	49,847	$7.58M	0.2%	−572−1.1%	Reduced	Holders
Q1 2026	50,419	$7.30M	0.2%	−6,298−11.1%	Reduced	Holders
Q4 2025	56,717	$9.11M	0.3%	−642−1.1%	Reduced	Holders
Q3 2025	57,359	$9.90M	0.3%	−1,991−3.4%	Reduced	Holders
Q2 2025	59,350	$9.10M	0.3%	−2,864−4.6%	Reduced	Holders
Q1 2025	62,214	$8.64M	0.3%	−985−1.6%	Reduced	Holders
Q4 2024	63,199	$9.82M	0.3%	−1,530−2.4%	Reduced	Holders
Q3 2024	64,729	$7.93M	0.3%	−2,568−3.8%	Reduced	Holders
Q2 2024	67,297	$8.32M	0.3%	−2,832−4.0%	Reduced	Holders
Q1 2024	70,129	$9.01M	0.3%	−139−0.2%	Reduced	Holders
Q4 2023	70,268	$7.83M	0.3%	−801−1.1%	Reduced	Holders
Q3 2023	71,069	$7.14M	0.3%	−1,315−1.8%	Reduced	Holders
Q2 2023	72,384	$7.51M	0.3%	−4,278−5.6%	Reduced	Holders
Q1 2023	76,662	$7.15M	0.4%	−3,206−4.0%	Reduced	Holders
Q4 2022	79,868	$8.53M	0.4%	−10,442−11.6%	Reduced	Holders
Q3 2022	90,310	$8.92M	0.5%	−3,281−3.5%	Reduced	Holders
Q2 2022	93,591	$8.37M	0.4%	−1,326−1.4%	Reduced	Holders
Q1 2022	94,917	$10.4M	0.5%	−4,024−4.1%	Reduced	Holders
Q4 2021	98,941	$9.93M	0.4%	−4,320−4.2%	Reduced	Holders
Q3 2021	103,261	$9.53M	0.4%	+32,421+45.8%	Added	Holders
Q2 2021	70,840	$9.20M	0.4%	−2,558−3.5%	Reduced	Holders
Q1 2021	73,398	$9.00M	0.4%	–	–	Holders

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