BURKE & HERBERT BANK & TRUST CO: IWB position timeline

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

BURKE & HERBERT BANK & TRUST CO held 1,136 IWB 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 1,136 shares
Change vs previous 13F 0 shares
0.12% of the 13F portfolio, value $465,192.
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 1,136 shares
Change vs previous 13F 0 shares
0.11% of the 13F portfolio, value $405,052.
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 1,136 shares
Change vs previous 13F -1,271 shares
0.12% of the 13F portfolio, value $424,228.
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 2,407 shares
Change vs previous 13F 0 shares
0.19% of the 13F portfolio, value $879,710.
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 2,407 shares
Change vs previous 13F -75 shares
0.18% of the 13F portfolio, value $817,344.
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 2,482 shares
Change vs previous 13F 0 shares
0.18% of the 13F portfolio, value $761,328.
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 2,482 shares
Change vs previous 13F 0 shares
0.19% of the 13F portfolio, value $799,601.
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 2,482 shares
Change vs previous 13F not available
0.18% of the 13F portfolio, value $780,315.
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).