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Disclosery

Sandy Spring Bank: D position timeline

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

Sandy Spring Bank held 52,691 D 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 52,691 shares
    Change vs previous 13F +2,071 shares

    0.12% of the 13F portfolio, value $2,954,375.

    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 50,620 shares
    Change vs previous 13F +2,857 shares

    0.11% of the 13F portfolio, value $2,726,369.

    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 47,763 shares
    Change vs previous 13F +15,395 shares

    0.11% of the 13F portfolio, value $2,760,212.

    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 32,368 shares
    Change vs previous 13F -17 shares

    0.07% of the 13F portfolio, value $1,586,022.

    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 32,385 shares
    Change vs previous 13F +2,485 shares

    0.07% of the 13F portfolio, value $1,593,027.

    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 29,900 shares
    Change vs previous 13F -3,328 shares

    0.07% of the 13F portfolio, value $1,405,303.

    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 33,228 shares
    Change vs previous 13F -1,164 shares

    0.08% of the 13F portfolio, value $1,484,289.

    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 34,392 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,781,166.

    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).