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Disclosery

Sandy Spring Bank: AXP position timeline

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

Sandy Spring Bank held 49,786 AXP 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 49,786 shares
    Change vs previous 13F -919 shares

    0.56% of the 13F portfolio, value $13,394,977.

    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 50,705 shares
    Change vs previous 13F -1,181 shares

    0.61% of the 13F portfolio, value $15,048,796.

    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 51,886 shares
    Change vs previous 13F -16 shares

    0.58% of the 13F portfolio, value $14,071,537.

    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 51,902 shares
    Change vs previous 13F -698 shares

    0.53% of the 13F portfolio, value $12,017,954.

    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 52,600 shares
    Change vs previous 13F -2,777 shares

    0.55% of the 13F portfolio, value $11,976,539.

    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 55,377 shares
    Change vs previous 13F +167 shares

    0.52% of the 13F portfolio, value $10,374,391.

    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 55,210 shares
    Change vs previous 13F -1,224 shares

    0.46% of the 13F portfolio, value $8,236,831.

    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 56,434 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $9,830,763.

    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).