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

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

Baltimore-Washington Financial Advisors, Inc. held 110,359 IVV 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 110,359 shares
    Change vs previous 13F +4,349 shares

    3.09% of the 13F portfolio, value $82,647,045.

    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 106,010 shares
    Change vs previous 13F +4,114 shares

    2.99% of the 13F portfolio, value $69,246,813.

    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 101,896 shares
    Change vs previous 13F +1,770 shares

    2.9% of the 13F portfolio, value $69,792,429.

    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 100,126 shares
    Change vs previous 13F +2,657 shares

    2.87% of the 13F portfolio, value $67,014,045.

    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 97,469 shares
    Change vs previous 13F +18,301 shares

    2.82% of the 13F portfolio, value $60,518,332.

    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 79,168 shares
    Change vs previous 13F +2,643 shares

    2.36% of the 13F portfolio, value $44,484,370.

    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 76,525 shares
    Change vs previous 13F +2,942 shares

    2.31% of the 13F portfolio, value $45,049,185.

    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 73,583 shares
    Change vs previous 13F not available

    2.28% of the 13F portfolio, value $42,444,168.

    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).