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

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

Baltimore-Washington Financial Advisors, Inc. held 471,122 IBHF 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 471,122 shares
    Change vs previous 13F -5,344 shares

    0.4% of the 13F portfolio, value $10,670,913.

    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 476,466 shares
    Change vs previous 13F -1,228 shares

    0.47% of the 13F portfolio, value $10,934,895.

    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 477,694 shares
    Change vs previous 13F +22,002 shares

    0.46% of the 13F portfolio, value $11,025,178.

    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 455,692 shares
    Change vs previous 13F +10,103 shares

    0.46% of the 13F portfolio, value $10,658,636.

    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 445,589 shares
    Change vs previous 13F -44,274 shares

    0.48% of the 13F portfolio, value $10,351,032.

    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 489,863 shares
    Change vs previous 13F +58,085 shares

    0.6% of the 13F portfolio, value $11,374,619.

    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 431,778 shares
    Change vs previous 13F +12,733 shares

    0.51% of the 13F portfolio, value $9,995,661.

    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 419,045 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $9,809,843.

    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).