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CIK 0000940445 • 7 13F filings • May 6, 2025 – Oct 15, 2026
Import this data to Google Sheets with:
=jivedata("burney-co","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0000940445-25-000011 |
| $3.14B |
| View |
| Jul 15, 2026 | Q2 2026 | 13F-HR | 0000940445-26-000004 | $3.71B | View |
| Aug 5, 2025 | Q2 2025 | 13F-HR | 0000940445-25-000010 | $2.95B | View |
| Apr 29, 2026 | Q1 2026 | 13F-HR | 0000940445-26-000003 | $3.20B | View |
| May 6, 2025 | Q1 2025 | 13F-HR | 0000940445-25-000004 | $2.75B | View |