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Disclosery

BURKE & HERBERT BANK & TRUST CO: IWD position timeline

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

BURKE & HERBERT BANK & TRUST CO held 4,727 IWD 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 4,727 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $1,145,967.

    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 4,727 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $1,010,018.

    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 4,727 shares
    Change vs previous 13F -5,740 shares

    0.27% of the 13F portfolio, value $994,277.

    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 10,467 shares
    Change vs previous 13F -393 shares

    0.46% of the 13F portfolio, value $2,130,976.

    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 10,860 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $2,109,337.

    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 10,860 shares
    Change vs previous 13F -10 shares

    0.49% of the 13F portfolio, value $2,043,417.

    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 10,870 shares
    Change vs previous 13F -55 shares

    0.48% of the 13F portfolio, value $2,012,363.

    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 10,925 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $2,073,565.

    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).