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Disclosery

BURKE & HERBERT BANK & TRUST CO: IWR position timeline

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

BURKE & HERBERT BANK & TRUST CO held 22,170 IWR 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 22,170 shares
    Change vs previous 13F -24 shares

    0.61% of the 13F portfolio, value $2,445,794.

    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 22,194 shares
    Change vs previous 13F +92 shares

    0.6% of the 13F portfolio, value $2,157,923.

    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 22,102 shares
    Change vs previous 13F -21,436 shares

    0.59% of the 13F portfolio, value $2,127,760.

    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 43,538 shares
    Change vs previous 13F -531 shares

    0.9% of the 13F portfolio, value $4,203,593.

    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 44,069 shares
    Change vs previous 13F 0 shares

    0.91% of the 13F portfolio, value $4,053,025.

    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 44,069 shares
    Change vs previous 13F -650 shares

    0.9% of the 13F portfolio, value $3,748,948.

    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 44,719 shares
    Change vs previous 13F +1,332 shares

    0.94% of the 13F portfolio, value $3,953,159.

    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 43,387 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $3,824,129.

    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).