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

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

Baltimore-Washington Financial Advisors, Inc. held 552,048 IBDU 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 552,048 shares
    Change vs previous 13F +48,102 shares

    0.48% of the 13F portfolio, value $12,785,452.

    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 503,946 shares
    Change vs previous 13F +93,373 shares

    0.51% of the 13F portfolio, value $11,721,792.

    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 410,573 shares
    Change vs previous 13F +277,369 shares

    0.4% of the 13F portfolio, value $9,609,462.

    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 133,204 shares
    Change vs previous 13F +50,110 shares

    0.13% of the 13F portfolio, value $3,126,291.

    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 83,094 shares
    Change vs previous 13F +68,388 shares

    0.09% of the 13F portfolio, value $1,938,583.

    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 14,706 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $340,150.

    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).