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Disclosery

Sandy Spring Bank: IBDW position timeline

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

Sandy Spring Bank held 271,734 IBDW 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 271,734 shares
    Change vs previous 13F +17,469 shares

    0.24% of the 13F portfolio, value $5,638,481.

    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 254,265 shares
    Change vs previous 13F +10,492 shares

    0.21% of the 13F portfolio, value $5,174,293.

    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 243,773 shares
    Change vs previous 13F +28,555 shares

    0.21% of the 13F portfolio, value $5,172,863.

    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 215,218 shares
    Change vs previous 13F +20,203 shares

    0.19% of the 13F portfolio, value $4,366,773.

    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 195,015 shares
    Change vs previous 13F +26,883 shares

    0.18% of the 13F portfolio, value $3,995,857.

    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 168,132 shares
    Change vs previous 13F +22,696 shares

    0.17% of the 13F portfolio, value $3,492,102.

    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 145,436 shares
    Change vs previous 13F +30,246 shares

    0.16% of the 13F portfolio, value $2,819,278.

    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 115,190 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,334,901.

    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).