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Disclosery

BURKE & HERBERT BANK & TRUST CO: IWF position timeline

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

BURKE & HERBERT BANK & TRUST CO held 15,948 IWF 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 15,948 shares
    Change vs previous 13F +11,961 shares

    0.49% of the 13F portfolio, value $1,980,263.

    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 3,987 shares
    Change vs previous 13F -25 shares

    0.47% of the 13F portfolio, value $1,700,057.

    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 4,012 shares
    Change vs previous 13F -3,170 shares

    0.52% of the 13F portfolio, value $1,898,880.

    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 7,182 shares
    Change vs previous 13F -244 shares

    0.72% of the 13F portfolio, value $3,364,120.

    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 7,426 shares
    Change vs previous 13F -70 shares

    0.71% of the 13F portfolio, value $3,152,931.

    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 7,496 shares
    Change vs previous 13F -14 shares

    0.65% of the 13F portfolio, value $2,706,730.

    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 7,510 shares
    Change vs previous 13F -107 shares

    0.72% of the 13F portfolio, value $3,015,865.

    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 7,617 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $2,859,269.

    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).