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Baltimore-Washington Financial Advisors, Inc.: BRK-B position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Baltimore-Washington Financial Advisors, Inc. on BRK-B, newest first. How the timeline and the estimate are built.

Baltimore-Washington Financial Advisors, Inc. held 69,802 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,802 shares
    Change vs previous 13F -5,212 shares

    1.31% of the 13F portfolio, value $34,928,223.

    13F-HR 0001172661-26-003348 filed by Baltimore-Washington Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 75,014 shares
    Change vs previous 13F -3,413 shares

    1.55% of the 13F portfolio, value $35,946,709.

    13F-HR 0001172661-26-001985 filed by Baltimore-Washington Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 78,427 shares
    Change vs previous 13F +1,037 shares

    1.64% of the 13F portfolio, value $39,421,332.

    13F-HR 0001172661-26-000706 filed by Baltimore-Washington Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 77,390 shares
    Change vs previous 13F +6,804 shares

    1.67% of the 13F portfolio, value $38,907,049.

    13F-HR 0001172661-25-004696 filed by Baltimore-Washington Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 70,586 shares
    Change vs previous 13F +13,569 shares

    1.6% of the 13F portfolio, value $34,288,561.

    13F-HR 0001172661-25-003090 filed by Baltimore-Washington Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 57,017 shares
    Change vs previous 13F +2,190 shares

    1.61% of the 13F portfolio, value $30,366,114.

    13F-HR 0001172661-25-001887 filed by Baltimore-Washington Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 54,827 shares
    Change vs previous 13F +2,637 shares

    1.28% of the 13F portfolio, value $24,851,981.

    13F-HR 0001172661-25-000351 filed by Baltimore-Washington Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 52,190 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $24,020,969.

    13F-HR 0001172661-24-004583 filed by Baltimore-Washington Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).