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Disclosery

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

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

Baltimore-Washington Financial Advisors, Inc. held 14,067 XSORX 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 14,067 shares
    Change vs previous 13F -888 shares

    0.02% of the 13F portfolio, value $646,660.

    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 14,955 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $692,716.

    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 14,955 shares
    Change vs previous 13F -3,000 shares

    0.03% of the 13F portfolio, value $684,341.

    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 17,955 shares
    Change vs previous 13F +3,000 shares

    0.03% of the 13F portfolio, value $808,334.

    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 14,955 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $648,494.

    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 14,955 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $620,761.

    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).