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Disclosery

BURKE & HERBERT BANK & TRUST CO: SPY position timeline

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

BURKE & HERBERT BANK & TRUST CO held 34,091 SPY 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 34,091 shares
    Change vs previous 13F +271 shares

    6.31% of the 13F portfolio, value $25,458,136.

    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 33,820 shares
    Change vs previous 13F -575 shares

    6.08% of the 13F portfolio, value $21,994,499.

    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 34,395 shares
    Change vs previous 13F -5,521 shares

    6.48% of the 13F portfolio, value $23,454,639.

    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 39,916 shares
    Change vs previous 13F -1,225 shares

    5.71% of the 13F portfolio, value $26,591,240.

    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 41,141 shares
    Change vs previous 13F +23 shares

    5.69% of the 13F portfolio, value $25,418,966.

    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 41,118 shares
    Change vs previous 13F +882 shares

    5.53% of the 13F portfolio, value $23,000,997.

    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 40,236 shares
    Change vs previous 13F +565 shares

    5.59% of the 13F portfolio, value $23,581,514.

    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 39,671 shares
    Change vs previous 13F not available

    5.29% of the 13F portfolio, value $22,761,632.

    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).