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

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

Baltimore-Washington Financial Advisors, Inc. held 458,287 XLC 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 458,287 shares
    Change vs previous 13F -32,930 shares

    1.84% of the 13F portfolio, value $49,096,341.

    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 491,217 shares
    Change vs previous 13F +104,165 shares

    2.35% of the 13F portfolio, value $54,456,282.

    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 387,052 shares
    Change vs previous 13F +280,311 shares

    1.9% of the 13F portfolio, value $45,563,840.

    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 106,741 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $12,634,932.

    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).