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Disclosery

BURKE & HERBERT BANK & TRUST CO: IVV position timeline

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

BURKE & HERBERT BANK & TRUST CO held 11,706 IVV 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 11,706 shares
    Change vs previous 13F +1,288 shares

    2.17% of the 13F portfolio, value $8,766,506.

    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 10,418 shares
    Change vs previous 13F -122 shares

    1.88% of the 13F portfolio, value $6,805,142.

    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 10,540 shares
    Change vs previous 13F -544 shares

    1.99% of the 13F portfolio, value $7,219,268.

    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 11,084 shares
    Change vs previous 13F -110 shares

    1.59% of the 13F portfolio, value $7,418,521.

    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 11,194 shares
    Change vs previous 13F -36 shares

    1.56% of the 13F portfolio, value $6,950,354.

    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 11,230 shares
    Change vs previous 13F -151 shares

    1.52% of the 13F portfolio, value $6,310,137.

    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 11,381 shares
    Change vs previous 13F +11 shares

    1.59% of the 13F portfolio, value $6,699,767.

    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 11,370 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $6,558,443.

    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).