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Disclosery

BURKE & HERBERT BANK & TRUST CO: IJR position timeline

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

BURKE & HERBERT BANK & TRUST CO held 39,054 IJR 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 39,054 shares
    Change vs previous 13F +1,884 shares

    1.44% of the 13F portfolio, value $5,792,099.

    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 37,170 shares
    Change vs previous 13F -290 shares

    1.28% of the 13F portfolio, value $4,620,603.

    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 37,460 shares
    Change vs previous 13F -46,846 shares

    1.24% of the 13F portfolio, value $4,501,943.

    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 84,306 shares
    Change vs previous 13F -8 shares

    2.15% of the 13F portfolio, value $10,018,081.

    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 84,314 shares
    Change vs previous 13F -307 shares

    2.06% of the 13F portfolio, value $9,214,676.

    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 84,621 shares
    Change vs previous 13F +391 shares

    2.13% of the 13F portfolio, value $8,848,817.

    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 84,230 shares
    Change vs previous 13F +587 shares

    2.3% of the 13F portfolio, value $9,704,980.

    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 83,643 shares
    Change vs previous 13F not available

    2.28% of the 13F portfolio, value $9,782,885.

    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).