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

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

Baltimore-Washington Financial Advisors, Inc. held 116,377 IYG 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 116,377 shares
    Change vs previous 13F -312,323 shares

    0.39% of the 13F portfolio, value $10,528,684.

    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 428,700 shares
    Change vs previous 13F +12,132 shares

    1.53% of the 13F portfolio, value $35,513,517.

    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 416,568 shares
    Change vs previous 13F +11,741 shares

    1.6% of the 13F portfolio, value $38,428,451.

    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 404,827 shares
    Change vs previous 13F +11,164 shares

    1.56% of the 13F portfolio, value $36,288,705.

    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 393,663 shares
    Change vs previous 13F -2,946 shares

    1.57% of the 13F portfolio, value $33,697,512.

    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 396,609 shares
    Change vs previous 13F +6,815 shares

    1.65% of the 13F portfolio, value $31,153,604.

    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 389,794 shares
    Change vs previous 13F +8,000 shares

    1.56% of the 13F portfolio, value $30,329,834.

    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 381,794 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $27,115,009.

    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).