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Disclosery

BURKE & HERBERT BANK & TRUST CO: DVY position timeline

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

BURKE & HERBERT BANK & TRUST CO held 28,255 DVY 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 28,255 shares
    Change vs previous 13F -549 shares

    1.09% of the 13F portfolio, value $4,416,257.

    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 28,804 shares
    Change vs previous 13F +17 shares

    1.21% of the 13F portfolio, value $4,361,213.

    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 28,787 shares
    Change vs previous 13F -12,461 shares

    1.12% of the 13F portfolio, value $4,062,997.

    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 41,248 shares
    Change vs previous 13F -580 shares

    1.26% of the 13F portfolio, value $5,861,340.

    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 41,828 shares
    Change vs previous 13F +280 shares

    1.24% of the 13F portfolio, value $5,555,175.

    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 41,548 shares
    Change vs previous 13F -620 shares

    1.34% of the 13F portfolio, value $5,579,479.

    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 42,168 shares
    Change vs previous 13F -159 shares

    1.31% of the 13F portfolio, value $5,536,235.

    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 42,327 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $5,717,107.

    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).