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Baltimore-Washington Financial Advisors, Inc.: EFIV position timeline

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

Baltimore-Washington Financial Advisors, Inc. held 403,748 EFIV 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 403,748 shares
    Change vs previous 13F +1,293 shares

    1.1% of the 13F portfolio, value $29,445,351.

    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 402,455 shares
    Change vs previous 13F +8,176 shares

    1.1% of the 13F portfolio, value $25,386,992.

    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 394,279 shares
    Change vs previous 13F +5,214 shares

    1.08% of the 13F portfolio, value $26,081,558.

    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 389,065 shares
    Change vs previous 13F +9,242 shares

    1.06% of the 13F portfolio, value $24,740,672.

    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 379,823 shares
    Change vs previous 13F +1,230 shares

    1.04% of the 13F portfolio, value $22,238,633.

    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 378,593 shares
    Change vs previous 13F -1,712 shares

    1.07% of the 13F portfolio, value $20,254,735.

    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 380,305 shares
    Change vs previous 13F +172 shares

    1.1% of the 13F portfolio, value $21,479,594.

    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 380,133 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $21,196,238.

    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).