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Disclosery

BURKE & HERBERT BANK & TRUST CO: AGG position timeline

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

BURKE & HERBERT BANK & TRUST CO held 34,819 AGG 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 34,819 shares
    Change vs previous 13F +258 shares

    0.85% of the 13F portfolio, value $3,446,385.

    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 34,561 shares
    Change vs previous 13F +376 shares

    0.95% of the 13F portfolio, value $3,430,870.

    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 34,185 shares
    Change vs previous 13F -28,207 shares

    0.94% of the 13F portfolio, value $3,414,397.

    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 62,392 shares
    Change vs previous 13F +612 shares

    1.34% of the 13F portfolio, value $6,254,798.

    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 61,780 shares
    Change vs previous 13F -355 shares

    1.37% of the 13F portfolio, value $6,128,576.

    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 62,135 shares
    Change vs previous 13F +320 shares

    1.48% of the 13F portfolio, value $6,146,393.

    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 61,815 shares
    Change vs previous 13F -1,705 shares

    1.42% of the 13F portfolio, value $5,989,873.

    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 63,520 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $6,432,670.

    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).