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

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

Baltimore-Washington Financial Advisors, Inc. held 766,306 SPTM 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 766,306 shares
    Change vs previous 13F +15,372 shares

    2.6% of the 13F portfolio, value $69,572,982.

    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 750,934 shares
    Change vs previous 13F +17,936 shares

    2.56% of the 13F portfolio, value $59,368,856.

    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 732,998 shares
    Change vs previous 13F +16,370 shares

    2.52% of the 13F portfolio, value $60,472,328.

    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 716,628 shares
    Change vs previous 13F +45,594 shares

    2.48% of the 13F portfolio, value $57,796,021.

    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 671,034 shares
    Change vs previous 13F +28,171 shares

    2.34% of the 13F portfolio, value $50,253,734.

    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 642,863 shares
    Change vs previous 13F +25,357 shares

    2.32% of the 13F portfolio, value $43,721,127.

    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 617,506 shares
    Change vs previous 13F +41,752 shares

    2.27% of the 13F portfolio, value $44,108,501.

    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 575,754 shares
    Change vs previous 13F not available

    2.17% of the 13F portfolio, value $40,337,339.

    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).