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Disclosery

Sandy Spring Bank: IUSG position timeline

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

Sandy Spring Bank held 231,521 IUSG 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 231,521 shares
    Change vs previous 13F -1,990 shares

    1.24% of the 13F portfolio, value $29,421,726.

    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 233,511 shares
    Change vs previous 13F -11,113 shares

    1.32% of the 13F portfolio, value $32,539,786.

    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 244,624 shares
    Change vs previous 13F -9,246 shares

    1.33% of the 13F portfolio, value $32,268,363.

    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 253,870 shares
    Change vs previous 13F -22,660 shares

    1.43% of the 13F portfolio, value $32,363,341.

    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 276,530 shares
    Change vs previous 13F -10,748 shares

    1.48% of the 13F portfolio, value $32,412,067.

    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 287,278 shares
    Change vs previous 13F -5,210 shares

    1.49% of the 13F portfolio, value $29,905,616.

    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 292,488 shares
    Change vs previous 13F -19,501 shares

    1.54% of the 13F portfolio, value $27,736,669.

    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 311,989 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $30,462,563.

    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).