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Disclosery

Sandy Spring Bank: DFUS position timeline

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

Sandy Spring Bank held 104,898 DFUS 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 104,898 shares
    Change vs previous 13F +736 shares

    0.27% of the 13F portfolio, value $6,344,209.

    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 104,162 shares
    Change vs previous 13F -732 shares

    0.27% of the 13F portfolio, value $6,640,356.

    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 104,894 shares
    Change vs previous 13F +1,211 shares

    0.27% of the 13F portfolio, value $6,524,433.

    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 103,683 shares
    Change vs previous 13F +12,699 shares

    0.27% of the 13F portfolio, value $6,101,773.

    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 90,984 shares
    Change vs previous 13F +54,997 shares

    0.24% of the 13F portfolio, value $5,184,258.

    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 35,987 shares
    Change vs previous 13F +578 shares

    0.09% of the 13F portfolio, value $1,865,189.

    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 35,409 shares
    Change vs previous 13F +248 shares

    0.09% of the 13F portfolio, value $1,648,294.

    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 35,161 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,693,375.

    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).