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Sandy Spring Bank: BRK-B position timeline

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

Sandy Spring Bank held 96,940 BRK-B 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 96,940 shares
    Change vs previous 13F +3,522 shares

    2.17% of the 13F portfolio, value $51,628,356.

    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 93,418 shares
    Change vs previous 13F +1,859 shares

    1.71% of the 13F portfolio, value $42,344,781.

    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 91,559 shares
    Change vs previous 13F +6,974 shares

    1.73% of the 13F portfolio, value $42,141,219.

    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 84,585 shares
    Change vs previous 13F +11,407 shares

    1.52% of the 13F portfolio, value $34,409,352.

    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 73,178 shares
    Change vs previous 13F +5,767 shares

    1.4% of the 13F portfolio, value $30,772,816.

    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 67,411 shares
    Change vs previous 13F +7,334 shares

    1.2% of the 13F portfolio, value $24,042,810.

    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 60,077 shares
    Change vs previous 13F +3,753 shares

    1.17% of the 13F portfolio, value $21,044,975.

    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 56,324 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $19,206,484.

    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).