Skip to content
Disclosery

BURKE & HERBERT BANK & TRUST CO: AEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BURKE & HERBERT BANK & TRUST CO on AEP, newest first. How the timeline and the estimate are built.

BURKE & HERBERT BANK & TRUST CO held 10,923 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,923 shares
    Change vs previous 13F -225 shares

    0.37% of the 13F portfolio, value $1,494,376.

    13F-HR 0001140361-26-031854 filed by BURKE & HERBERT BANK & TRUST CO
    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 11,148 shares
    Change vs previous 13F -45 shares

    0.4% of the 13F portfolio, value $1,461,280.

    13F-HR 0001140361-26-019959 filed by BURKE & HERBERT BANK & TRUST CO
    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 11,193 shares
    Change vs previous 13F +76 shares

    0.36% of the 13F portfolio, value $1,290,665.

    13F-HR 0001140361-26-004977 filed by BURKE & HERBERT BANK & TRUST CO
    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 11,117 shares
    Change vs previous 13F -409 shares

    0.27% of the 13F portfolio, value $1,250,662.

    13F-HR 0001140361-25-041093 filed by BURKE & HERBERT BANK & TRUST CO
    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 11,526 shares
    Change vs previous 13F -206 shares

    0.27% of the 13F portfolio, value $1,195,937.

    13F-HR 0001140361-25-028171 filed by BURKE & HERBERT BANK & TRUST CO
    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 11,732 shares
    Change vs previous 13F -47 shares

    0.31% of the 13F portfolio, value $1,281,955.

    13F-HR 0001140361-25-016235 filed by BURKE & HERBERT BANK & TRUST CO
    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 11,779 shares
    Change vs previous 13F -55 shares

    0.26% of the 13F portfolio, value $1,086,376.

    13F-HR 0001140361-25-002668 filed by BURKE & HERBERT BANK & TRUST CO
    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 11,834 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,214,168.

    13F-HR 0001140361-24-044014 filed by BURKE & HERBERT BANK & TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).