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Disclosery

BURKE & HERBERT BANK & TRUST CO: XLI position timeline

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

BURKE & HERBERT BANK & TRUST CO held 7,150 XLI 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 7,150 shares
    Change vs previous 13F +275 shares

    0.33% of the 13F portfolio, value $1,324,394.

    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 6,875 shares
    Change vs previous 13F +347 shares

    0.31% of the 13F portfolio, value $1,111,894.

    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 6,528 shares
    Change vs previous 13F -11,040 shares

    0.28% of the 13F portfolio, value $1,012,623.

    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 17,568 shares
    Change vs previous 13F -275 shares

    0.58% of the 13F portfolio, value $2,709,512.

    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 17,843 shares
    Change vs previous 13F -60 shares

    0.59% of the 13F portfolio, value $2,632,199.

    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 17,903 shares
    Change vs previous 13F +35 shares

    0.56% of the 13F portfolio, value $2,346,545.

    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 17,868 shares
    Change vs previous 13F -10 shares

    0.56% of the 13F portfolio, value $2,354,287.

    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 17,878 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $2,421,395.

    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).