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Sandy Spring Bank: DFUV position timeline

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

Sandy Spring Bank held 307,842 DFUV 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 307,842 shares
    Change vs previous 13F -21,245 shares

    0.53% of the 13F portfolio, value $12,686,158.

    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 329,087 shares
    Change vs previous 13F -138 shares

    0.55% of the 13F portfolio, value $13,466,237.

    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 329,225 shares
    Change vs previous 13F +22,757 shares

    0.57% of the 13F portfolio, value $13,725,384.

    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 306,468 shares
    Change vs previous 13F +28,124 shares

    0.53% of the 13F portfolio, value $12,035,010.

    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 278,344 shares
    Change vs previous 13F +67,909 shares

    0.52% of the 13F portfolio, value $11,384,278.

    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 210,435 shares
    Change vs previous 13F +47,381 shares

    0.39% of the 13F portfolio, value $7,832,380.

    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 163,054 shares
    Change vs previous 13F +27,369 shares

    0.31% of the 13F portfolio, value $5,547,100.

    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 135,685 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $4,681,132.

    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).