BURKE & HERBERT BANK & TRUST CO: IOO position timeline

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

BURKE & HERBERT BANK & TRUST CO held 2,730 IOO shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

period ended2026-06-30
13F 2,730 shares
Change vs previous 13F 0 shares
0.09% of the 13F portfolio, value $372,918.
13F-HR 0001140361-26-031854 filed by BURKE & HERBERT BANK & TRUST CO
Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 2,730 shares
Change vs previous 13F 0 shares
0.09% of the 13F portfolio, value $330,248.
13F-HR 0001140361-26-019959 filed by BURKE & HERBERT BANK & TRUST CO
Filed 2026-05-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 2,730 shares
Change vs previous 13F -500 shares
0.1% of the 13F portfolio, value $345,809.
13F-HR 0001140361-26-004977 filed by BURKE & HERBERT BANK & TRUST CO
Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 3,230 shares
Change vs previous 13F 0 shares
0.08% of the 13F portfolio, value $387,632.
13F-HR 0001140361-25-041093 filed by BURKE & HERBERT BANK & TRUST CO
Filed 2025-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 3,230 shares
Change vs previous 13F 0 shares
0.08% of the 13F portfolio, value $348,226.
13F-HR 0001140361-25-028171 filed by BURKE & HERBERT BANK & TRUST CO
Filed 2025-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 3,230 shares
Change vs previous 13F 0 shares
0.07% of the 13F portfolio, value $311,016.
13F-HR 0001140361-25-016235 filed by BURKE & HERBERT BANK & TRUST CO
Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 3,230 shares
Change vs previous 13F 0 shares
0.08% of the 13F portfolio, value $325,487.
13F-HR 0001140361-25-002668 filed by BURKE & HERBERT BANK & TRUST CO
Filed 2025-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 3,230 shares
Change vs previous 13F not available
0.07% of the 13F portfolio, value $320,286.
13F-HR 0001140361-24-044014 filed by BURKE & HERBERT BANK & TRUST CO
Filed 2024-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).