Current Market Value 2,145,714,310
Current Holdings 171
Most Recent File Date 2025-08-13
Total Filings on Record 50
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Baltimore-Washington Financial Advisors, Inc. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-13 2025-06-30 13F-HR 171 2,145,714
2025-05-14 2025-03-31 13F-HR 154 1,884,860
2025-01-24 2024-12-31 13F-HR 153 1,946,659
2024-11-12 2024-09-30 13F-HR 148 1,857,557
2024-07-30 2024-06-30 13F-HR 140 1,729,625
2024-05-08 2024-03-31 13F-HR 126 1,607,251
2024-02-12 2023-12-31 13F-HR 144 1,443,513
2023-11-08 2023-09-30 13F-HR 145 1,235,856
2023-08-09 2023-06-30 13F-HR 137 1,255,141
2023-05-10 2023-03-31 13F-HR 142 1,135,431
2023-02-09 2022-12-31 13F-HR 132 1,022,547
2022-10-31 2022-09-30 13F-HR 147 1,190,404
2022-08-05 2022-06-30 13F-HR 125 934,407
2022-05-13 2022-03-31 13F-HR 145 1,025,028
2022-04-08 2021-12-31 13F-HR/A 1 R 135 1,238,666
2022-02-14 2021-12-31 13F-HR 198 1,240,404
2021-10-20 2021-09-30 13F-HR 127 1,135,754
2021-08-12 2021-06-30 13F-HR 124 1,074,802
2021-05-06 2021-03-31 13F-HR 122 981,677
2021-02-01 2020-12-31 13F-HR 121 917,158
2020-11-03 2020-09-30 13F-HR 113 772,290
2020-08-10 2020-06-30 13F-HR 132 726,126
2020-04-28 2020-03-31 13F-HR 112 554,672
2020-02-04 2019-12-31 13F-HR 117 680,827
2019-10-16 2019-09-30 13F-HR 108 608,563
2019-07-25 2019-06-30 13F-HR 105 593,893
2019-04-18 2019-03-31 13F-HR 103 571,508
2019-01-29 2018-12-31 13F-HR 96 483,590
2018-11-01 2018-09-30 13F-HR 97 552,782
2018-07-30 2018-06-30 13F-HR 89 503,915
2018-04-16 2018-03-31 13F-HR 84 457,953
2018-01-16 2017-12-31 13F-HR 80 475,894
2017-10-18 2017-09-30 13F-HR 75 440,324
2017-07-17 2017-06-30 13F-HR 70 416,106
2017-04-18 2017-03-31 13F-HR 70 392,804
2017-03-17 2016-12-31 13F-HR/A 1 R 74 365,306
2017-01-12 2016-12-31 13F-HR 91 15,754
2016-10-12 2016-09-30 13F-HR 73 351,335
2016-07-27 2016-06-30 13F-HR 70 336,131
2016-05-02 2016-03-31 13F-HR 82 329,659
2016-02-01 2015-12-31 13F-HR 89 319,704
2015-10-16 2015-09-30 13F-HR 304 315,022
2015-07-15 2015-06-30 13F-HR 233 336,215
2015-04-08 2015-03-31 13F-HR 322 343,498
2015-01-21 2014-12-31 13F-HR 267 336,377
2014-10-29 2014-09-30 13F-HR 298 311,909
2014-07-18 2014-06-30 13F-HR 279 321,545
2014-05-01 2014-03-31 13F-HR/A 1 R 226 293,039
2014-04-28 2014-03-31 13F-HR 226 293,038
2014-01-14 2013-12-31 13F-HR 319 295,819