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Disclosery

BURKE & HERBERT BANK & TRUST CO: XLU position timeline

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

BURKE & HERBERT BANK & TRUST CO held 7,475 XLU 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 7,475 shares
    Change vs previous 13F +1,620 shares

    0.08% of the 13F portfolio, value $338,917.

    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 5,855 shares
    Change vs previous 13F +750 shares

    0.07% of the 13F portfolio, value $268,686.

    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 5,105 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $217,932.

    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).