BURNEY CO/ NHC NATIONAL HEALTHCARE CORP

Ownership history in BURNEY CO/  ·  5 quarters on record

AI Ownership Summary

BURNEY CO/ reported NATIONAL HEALTHCARE CORP (NHC) in 5 quarterly 13F filings from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 0.01% in 2026 Q2. The latest visible filing shows NHC at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NHC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BURNEY CO/'s position in NATIONAL HEALTHCARE CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

NHC was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BURNEY CO/ held NHC — position size vs. price
% of Fund (quarterly)    NHC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 1,387 -1,928 -58.2% 0.01% $293K 2026-07-15 $216.17
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BURNEY CO/ and NHC

These are the practical questions this page is built to answer before you even open the full history table.

How long has BURNEY CO/ reported owning NHC?

BURNEY CO/ reported NHC across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported NHC position in BURNEY CO/'s portfolio?

The largest reported portfolio weight for NHC was 0.01% in 2026 Q2.

What is the latest reported NHC position on this page?

The most recent filing on this page is 2026 Q2, when BURNEY CO/ reported 1,387 shares, equal to 0.01% of portfolio, with an estimated market value of $293K.

What does the chart on this NHC ownership page compare?

The chart compares BURNEY CO/'s quarterly NHC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BURNEY CO/ time their NHC position?

Based on 13F filing dates vs. subsequent NHC price moves, BURNEY CO/ correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on NHC relative to SPY over the holding period was -32.6%.

← Back to BURNEY CO/ Holdings