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Disclosery

Sandy Spring Bank: IBDV position timeline

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

Sandy Spring Bank held 255,389 IBDV 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 255,389 shares
    Change vs previous 13F +10,528 shares

    0.23% of the 13F portfolio, value $5,547,049.

    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 244,861 shares
    Change vs previous 13F +5,996 shares

    0.21% of the 13F portfolio, value $5,230,231.

    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 238,865 shares
    Change vs previous 13F +18,204 shares

    0.22% of the 13F portfolio, value $5,295,637.

    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 220,661 shares
    Change vs previous 13F +18,228 shares

    0.21% of the 13F portfolio, value $4,691,253.

    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 202,433 shares
    Change vs previous 13F +17,650 shares

    0.2% of the 13F portfolio, value $4,332,066.

    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 184,783 shares
    Change vs previous 13F +18,186 shares

    0.2% of the 13F portfolio, value $3,998,704.

    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 166,597 shares
    Change vs previous 13F +17,012 shares

    0.19% of the 13F portfolio, value $3,395,247.

    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 149,585 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $3,171,202.

    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).