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Disclosery

Sandy Spring Bank: DFAS position timeline

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

Sandy Spring Bank held 50,955 DFAS 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 50,955 shares
    Change vs previous 13F +926 shares

    0.13% of the 13F portfolio, value $3,044,571.

    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 50,029 shares
    Change vs previous 13F +2,956 shares

    0.13% of the 13F portfolio, value $3,255,897.

    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 47,073 shares
    Change vs previous 13F +1,428 shares

    0.13% of the 13F portfolio, value $3,053,150.

    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 45,645 shares
    Change vs previous 13F +6,246 shares

    0.12% of the 13F portfolio, value $2,742,349.

    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 39,399 shares
    Change vs previous 13F +10,919 shares

    0.11% of the 13F portfolio, value $2,456,144.

    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 28,480 shares
    Change vs previous 13F +7,541 shares

    0.08% of the 13F portfolio, value $1,697,961.

    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 20,939 shares
    Change vs previous 13F +2,241 shares

    0.06% of the 13F portfolio, value $1,099,086.

    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 18,698 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,024,658.

    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).