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Disclosery

BURKE & HERBERT BANK & TRUST CO: SMH position timeline

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

BURKE & HERBERT BANK & TRUST CO held 3,979 SMH 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 3,979 shares
    Change vs previous 13F +90 shares

    0.65% of the 13F portfolio, value $2,609,786.

    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 3,889 shares
    Change vs previous 13F -8 shares

    0.41% of the 13F portfolio, value $1,491,043.

    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 3,897 shares
    Change vs previous 13F -4,053 shares

    0.39% of the 13F portfolio, value $1,403,427.

    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 7,950 shares
    Change vs previous 13F -630 shares

    0.56% of the 13F portfolio, value $2,594,562.

    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 8,580 shares
    Change vs previous 13F +290 shares

    0.54% of the 13F portfolio, value $2,392,790.

    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 8,290 shares
    Change vs previous 13F -550 shares

    0.42% of the 13F portfolio, value $1,753,086.

    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 8,840 shares
    Change vs previous 13F -225 shares

    0.51% of the 13F portfolio, value $2,140,782.

    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 9,065 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $2,225,004.

    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).