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

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

Baltimore-Washington Financial Advisors, Inc. held 253,729 IBTJ 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 253,729 shares
    Change vs previous 13F +30,910 shares

    0.21% of the 13F portfolio, value $5,493,233.

    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 222,819 shares
    Change vs previous 13F +54,557 shares

    0.21% of the 13F portfolio, value $4,867,036.

    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 168,262 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $3,692,511.

    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).