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

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

Baltimore-Washington Financial Advisors, Inc. held 710,128 IBHI 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 710,128 shares
    Change vs previous 13F +57,814 shares

    0.62% of the 13F portfolio, value $16,609,911.

    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 652,314 shares
    Change vs previous 13F +149,658 shares

    0.66% of the 13F portfolio, value $15,187,823.

    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 502,656 shares
    Change vs previous 13F +283,979 shares

    0.49% of the 13F portfolio, value $11,877,757.

    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 218,677 shares
    Change vs previous 13F +129,940 shares

    0.22% of the 13F portfolio, value $5,215,446.

    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 88,737 shares
    Change vs previous 13F +73,874 shares

    0.1% of the 13F portfolio, value $2,102,180.

    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 14,863 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $345,119.

    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).