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Disclosery

BURKE & HERBERT BANK & TRUST CO: PM position timeline

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

BURKE & HERBERT BANK & TRUST CO held 23,234 PM 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 23,234 shares
    Change vs previous 13F -459 shares

    1.04% of the 13F portfolio, value $4,203,263.

    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 23,693 shares
    Change vs previous 13F -10 shares

    1.08% of the 13F portfolio, value $3,917,401.

    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 23,703 shares
    Change vs previous 13F +2,932 shares

    1.05% of the 13F portfolio, value $3,801,961.

    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 20,771 shares
    Change vs previous 13F -10 shares

    0.72% of the 13F portfolio, value $3,369,056.

    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 20,781 shares
    Change vs previous 13F -5 shares

    0.85% of the 13F portfolio, value $3,784,843.

    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 20,786 shares
    Change vs previous 13F -35 shares

    0.79% of the 13F portfolio, value $3,299,361.

    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 20,821 shares
    Change vs previous 13F -75 shares

    0.59% of the 13F portfolio, value $2,505,807.

    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 20,896 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $2,536,775.

    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).