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Disclosery

Sandy Spring Bank: DFAT position timeline

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

Sandy Spring Bank held 289,000 DFAT 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 289,000 shares
    Change vs previous 13F +30,394 shares

    0.63% of the 13F portfolio, value $14,880,615.

    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 258,606 shares
    Change vs previous 13F +7,479 shares

    0.58% of the 13F portfolio, value $14,394,013.

    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 251,127 shares
    Change vs previous 13F +23,908 shares

    0.58% of the 13F portfolio, value $13,970,184.

    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 227,219 shares
    Change vs previous 13F +28,268 shares

    0.52% of the 13F portfolio, value $11,785,835.

    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 198,951 shares
    Change vs previous 13F +27,777 shares

    0.49% of the 13F portfolio, value $10,828,908.

    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 171,174 shares
    Change vs previous 13F +40,160 shares

    0.45% of the 13F portfolio, value $8,957,531.

    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 131,014 shares
    Change vs previous 13F +14,226 shares

    0.33% of the 13F portfolio, value $5,986,043.

    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 116,788 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $5,417,786.

    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).