BURNEY CO/ TVTX — TRAVERE THERAPEUTICS INC

Ownership history in BURNEY CO/  ·  3 quarters on record

AI Ownership Summary

BURNEY CO/ reported TRAVERE THERAPEUTICS INC (TVTX) in 3 quarterly 13F filings from 2026 Q1 through 2026 Q3. Peak portfolio weight reached 0.06% in 2026 Q2. The latest visible filing shows TVTX at 0.05% 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.

What this TVTX 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 TRAVERE THERAPEUTICS INC, 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 Q3

TVTX was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% 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 Q1 to 2026 Q3

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.

TVTX stock page BURNEY CO/ fund profile BURNEY CO/ full holdings
How BURNEY CO/ held TVTX — position size vs. price
% of Fund (quarterly)    TVTX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 31,598 -10,654 -25.2% 0.05% $1.9M 2026-10-15 $52.79
2026 Q2 ADDED — — — 42,252 +2,528 +6.4% 0.06% $2.4M 2026-07-15 $56.74
2026 Q1 INITIATED — — — 39,724 — — 0.04% $1.2M 2026-04-29 $40.10

🏢 Other funds also holding TVTX

As of 2026 Q3 — sorted by position size

Insight Wealth Strategies, LLC 3Y 7Y 0.56% Hennion & Walsh Asset Management, Inc. 3Y 0.33% Assenagon Asset Management S.A. 3Y 7Y 0.07% Harbour Capital Advisors, LLC 3Y 7Y 0.05% Atria Investments, Inc 3Y 7Y 0.0% Versant Capital Management, Inc 3Y 7Y 0.0% State of Alaska, Department of Revenue 3Y 7Y 0.0% GAMMA Investing LLC 0.0% Essential Partners LLC 0.0% IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About BURNEY CO/ and TVTX

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 TVTX?

BURNEY CO/ reported TVTX across 3 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

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

The largest reported portfolio weight for TVTX was 0.06% in 2026 Q2.

What is the latest reported TVTX position on this page?

The most recent filing on this page is 2026 Q3, when BURNEY CO/ reported 31,598 shares, equal to 0.05% of portfolio, with an estimated market value of $1.9M.

What does the chart on this TVTX ownership page compare?

The chart compares BURNEY CO/'s quarterly TVTX 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.

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