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Disclosery

Sandy Spring Bank: DFLV position timeline

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

Sandy Spring Bank held 145,271 DFLV 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 145,271 shares
    Change vs previous 13F +9,172 shares

    0.19% of the 13F portfolio, value $4,440,933.

    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 136,099 shares
    Change vs previous 13F +11,076 shares

    0.17% of the 13F portfolio, value $4,087,056.

    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 125,023 shares
    Change vs previous 13F +15,770 shares

    0.16% of the 13F portfolio, value $3,851,945.

    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 109,253 shares
    Change vs previous 13F +32,564 shares

    0.14% of the 13F portfolio, value $3,158,509.

    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 76,689 shares
    Change vs previous 13F +22,296 shares

    0.1% of the 13F portfolio, value $2,299,897.

    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 54,393 shares
    Change vs previous 13F +48,478 shares

    0.07% of the 13F portfolio, value $1,471,327.

    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 5,915 shares
    Change vs previous 13F +5,673 shares

    0.01% of the 13F portfolio, value $146,741.

    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 242 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,146.

    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).