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Disclosery

Sandy Spring Bank: IQLT position timeline

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

Sandy Spring Bank held 917,606 IQLT 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 917,606 shares
    Change vs previous 13F +261,321 shares

    1.53% of the 13F portfolio, value $36,419,768.

    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 656,285 shares
    Change vs previous 13F +229,319 shares

    0.99% of the 13F portfolio, value $24,361,286.

    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 426,966 shares
    Change vs previous 13F +69,650 shares

    0.73% of the 13F portfolio, value $17,714,820.

    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 357,316 shares
    Change vs previous 13F +43,331 shares

    0.62% of the 13F portfolio, value $13,953,191.

    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 313,985 shares
    Change vs previous 13F +69,272 shares

    0.57% of the 13F portfolio, value $12,452,646.

    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 244,713 shares
    Change vs previous 13F +34,935 shares

    0.46% of the 13F portfolio, value $9,191,421.

    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 209,778 shares
    Change vs previous 13F +51,887 shares

    0.39% of the 13F portfolio, value $7,050,639.

    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 157,891 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $5,620,920.

    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).