Skip to content
Disclosery

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

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

Baltimore-Washington Financial Advisors, Inc. held 1,090,554 IBDT 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 1,090,554 shares
    Change vs previous 13F +36,172 shares

    1.03% of the 13F portfolio, value $27,536,506.

    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 1,054,382 shares
    Change vs previous 13F +61,386 shares

    1.15% of the 13F portfolio, value $26,707,502.

    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 992,996 shares
    Change vs previous 13F +38,869 shares

    1.05% of the 13F portfolio, value $25,276,724.

    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 954,127 shares
    Change vs previous 13F +30,972 shares

    1.04% of the 13F portfolio, value $24,349,316.

    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 923,155 shares
    Change vs previous 13F +22,804 shares

    1.09% of the 13F portfolio, value $23,466,600.

    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 900,351 shares
    Change vs previous 13F +50,033 shares

    1.21% of the 13F portfolio, value $22,742,866.

    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 850,318 shares
    Change vs previous 13F +30,549 shares

    1.09% of the 13F portfolio, value $21,172,921.

    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 819,769 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $20,928,703.

    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).