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Disclosery

BURKE & HERBERT BANK & TRUST CO: HDV position timeline

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

BURKE & HERBERT BANK & TRUST CO held 126,555 HDV 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 126,555 shares
    Change vs previous 13F +100,867 shares

    0.86% of the 13F portfolio, value $3,468,873.

    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 25,688 shares
    Change vs previous 13F +486 shares

    0.96% of the 13F portfolio, value $3,486,375.

    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 25,202 shares
    Change vs previous 13F -7,037 shares

    0.85% of the 13F portfolio, value $3,064,815.

    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 32,239 shares
    Change vs previous 13F -402 shares

    0.85% of the 13F portfolio, value $3,947,665.

    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 32,641 shares
    Change vs previous 13F +555 shares

    0.86% of the 13F portfolio, value $3,824,545.

    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 32,086 shares
    Change vs previous 13F -326 shares

    0.94% of the 13F portfolio, value $3,886,255.

    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 32,412 shares
    Change vs previous 13F -3 shares

    0.86% of the 13F portfolio, value $3,638,570.

    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 32,415 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $3,812,651.

    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).