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Disclosery

Sandy Spring Bank: BX position timeline

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

Sandy Spring Bank held 98,029 BX 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 98,029 shares
    Change vs previous 13F +1,400 shares

    0.58% of the 13F portfolio, value $13,702,506.

    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 96,629 shares
    Change vs previous 13F +345 shares

    0.67% of the 13F portfolio, value $16,660,753.

    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 96,284 shares
    Change vs previous 13F -1,525 shares

    0.61% of the 13F portfolio, value $14,743,961.

    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 97,809 shares
    Change vs previous 13F +229 shares

    0.53% of the 13F portfolio, value $12,108,811.

    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 97,580 shares
    Change vs previous 13F -1,572 shares

    0.58% of the 13F portfolio, value $12,819,137.

    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 99,152 shares
    Change vs previous 13F -1,543 shares

    0.65% of the 13F portfolio, value $12,980,989.

    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 100,695 shares
    Change vs previous 13F -2,818 shares

    0.6% of the 13F portfolio, value $10,788,488.

    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 103,513 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $9,623,584.

    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).