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Disclosery

Sandy Spring Bank: DEO position timeline

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

Sandy Spring Bank held 5,050 DEO 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 5,050 shares
    Change vs previous 13F -3,606 shares

    0.02% of the 13F portfolio, value $529,190.

    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 8,656 shares
    Change vs previous 13F -1,077 shares

    0.04% of the 13F portfolio, value $1,100,437.

    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 9,733 shares
    Change vs previous 13F -3,750 shares

    0.06% of the 13F portfolio, value $1,365,929.

    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 13,483 shares
    Change vs previous 13F -3,290 shares

    0.07% of the 13F portfolio, value $1,699,937.

    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 16,773 shares
    Change vs previous 13F -4,053 shares

    0.11% of the 13F portfolio, value $2,494,817.

    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 20,826 shares
    Change vs previous 13F -2,216 shares

    0.15% of the 13F portfolio, value $3,033,516.

    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 23,042 shares
    Change vs previous 13F -843 shares

    0.19% of the 13F portfolio, value $3,437,406.

    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 23,885 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $4,143,571.

    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).