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Disclosery

BURKE & HERBERT BANK & TRUST CO: PEP position timeline

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

BURKE & HERBERT BANK & TRUST CO held 17,530 PEP 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 17,530 shares
    Change vs previous 13F -472 shares

    0.59% of the 13F portfolio, value $2,373,562.

    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 18,002 shares
    Change vs previous 13F -994 shares

    0.77% of the 13F portfolio, value $2,795,531.

    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 18,996 shares
    Change vs previous 13F -2,145 shares

    0.75% of the 13F portfolio, value $2,726,306.

    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 21,141 shares
    Change vs previous 13F -1,467 shares

    0.64% of the 13F portfolio, value $2,969,042.

    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 22,608 shares
    Change vs previous 13F -428 shares

    0.67% of the 13F portfolio, value $2,985,160.

    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 23,036 shares
    Change vs previous 13F -246 shares

    0.83% of the 13F portfolio, value $3,454,017.

    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 23,282 shares
    Change vs previous 13F -190 shares

    0.84% of the 13F portfolio, value $3,540,260.

    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 23,472 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $3,991,413.

    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).