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

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

Baltimore-Washington Financial Advisors, Inc. held 70,907 IWR 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 70,907 shares
    Change vs previous 13F -1,179 shares

    0.29% of the 13F portfolio, value $7,822,518.

    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 72,086 shares
    Change vs previous 13F -1,989 shares

    0.3% of the 13F portfolio, value $7,008,943.

    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 74,075 shares
    Change vs previous 13F -5,886 shares

    0.3% of the 13F portfolio, value $7,131,203.

    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 79,961 shares
    Change vs previous 13F -1,825 shares

    0.33% of the 13F portfolio, value $7,720,208.

    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 81,786 shares
    Change vs previous 13F -2,532 shares

    0.35% of the 13F portfolio, value $7,521,818.

    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 84,318 shares
    Change vs previous 13F -334 shares

    0.38% of the 13F portfolio, value $7,172,936.

    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 84,652 shares
    Change vs previous 13F -464 shares

    0.38% of the 13F portfolio, value $7,483,268.

    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 85,116 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $7,502,107.

    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).