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Disclosery

Sandy Spring Bank: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sandy Spring Bank on AGG, newest first. How the timeline and the estimate are built.

Sandy Spring Bank held 18,899 AGG shares at 2025-03-31 per its 13F-HR filed 2025-05-12.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 18,899 shares
    Change vs previous 13F +482 shares

    0.08% of the 13F portfolio, value $1,869,489.

    13F-HR 0001104659-25-047269 filed by Sandy Spring Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-12-31
    13F 18,417 shares
    Change vs previous 13F -4,489 shares

    0.07% of the 13F portfolio, value $1,784,608.

    13F-HR 0001104659-25-011212 filed by Sandy Spring Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-09-30
    13F 22,906 shares
    Change vs previous 13F +661 shares

    0.1% of the 13F portfolio, value $2,319,691.

    13F-HR 0001104659-24-111312 filed by Sandy Spring Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-06-30
    13F 22,245 shares
    Change vs previous 13F +1,018 shares

    0.1% of the 13F portfolio, value $2,159,331.

    13F-HR 0001104659-24-086115 filed by Sandy Spring Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-03-31
    13F 21,227 shares
    Change vs previous 13F -9,102 shares

    0.09% of the 13F portfolio, value $2,078,932.

    13F-HR 0001104659-24-058460 filed by Sandy Spring Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-12-31
    13F 30,329 shares
    Change vs previous 13F +29,018 shares

    0.15% of the 13F portfolio, value $3,010,112.

    13F-HR 0001104659-24-007169 filed by Sandy Spring Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-09-30
    13F 1,311 shares
    Change vs previous 13F -46 shares

    0.01% of the 13F portfolio, value $123,326.

    13F-HR 0001104659-23-112435 filed by Sandy Spring Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-06-30
    13F 1,357 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $132,879.

    13F-HR 0001104659-23-087797 filed by Sandy Spring Bank
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).