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Disclosery

BURKE & HERBERT BANK & TRUST CO: SPHB position timeline

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

BURKE & HERBERT BANK & TRUST CO held 2,595 SPHB 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 2,595 shares
    Change vs previous 13F -55 shares

    0.1% of the 13F portfolio, value $403,756.

    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 2,650 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $307,268.

    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 2,650 shares
    Change vs previous 13F -7,420 shares

    0.09% of the 13F portfolio, value $309,971.

    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 10,070 shares
    Change vs previous 13F -670 shares

    0.24% of the 13F portfolio, value $1,105,686.

    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 10,740 shares
    Change vs previous 13F -300 shares

    0.23% of the 13F portfolio, value $1,047,472.

    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 11,040 shares
    Change vs previous 13F -30 shares

    0.21% of the 13F portfolio, value $863,990.

    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 11,070 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $981,355.

    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 11,070 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $987,665.

    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).