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Disclosery

Sandy Spring Bank: DUK position timeline

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

Sandy Spring Bank held 6,542 DUK 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 6,542 shares
    Change vs previous 13F -296 shares

    0.03% of the 13F portfolio, value $797,891.

    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 6,838 shares
    Change vs previous 13F -916 shares

    0.03% of the 13F portfolio, value $736,739.

    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 7,754 shares
    Change vs previous 13F +2,031 shares

    0.04% of the 13F portfolio, value $894,090.

    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 5,723 shares
    Change vs previous 13F -428 shares

    0.03% of the 13F portfolio, value $573,603.

    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 6,151 shares
    Change vs previous 13F +469 shares

    0.03% of the 13F portfolio, value $594,883.

    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 5,682 shares
    Change vs previous 13F -365 shares

    0.03% of the 13F portfolio, value $551,383.

    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 6,047 shares
    Change vs previous 13F +651 shares

    0.03% of the 13F portfolio, value $533,709.

    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 5,396 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $484,238.

    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).