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Disclosery

Sandy Spring Bank: DFSV position timeline

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

Sandy Spring Bank held 59,012 DFSV 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 59,012 shares
    Change vs previous 13F +3,503 shares

    0.07% of the 13F portfolio, value $1,661,175.

    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 55,509 shares
    Change vs previous 13F +5,325 shares

    0.07% of the 13F portfolio, value $1,708,572.

    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 50,184 shares
    Change vs previous 13F +5,099 shares

    0.06% of the 13F portfolio, value $1,545,674.

    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 45,085 shares
    Change vs previous 13F +16,407 shares

    0.06% of the 13F portfolio, value $1,297,541.

    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 28,678 shares
    Change vs previous 13F +4,872 shares

    0.04% of the 13F portfolio, value $863,218.

    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 23,806 shares
    Change vs previous 13F +15,716 shares

    0.03% of the 13F portfolio, value $693,229.

    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 8,090 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $204,990.

    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).