Skip to content
Disclosery

Sandy Spring Bank: IUSV position timeline

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

Sandy Spring Bank held 362,036 IUSV 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 362,036 shares
    Change vs previous 13F -1,675 shares

    1.41% of the 13F portfolio, value $33,412,339.

    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 363,711 shares
    Change vs previous 13F -3,227 shares

    1.36% of the 13F portfolio, value $33,675,962.

    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 366,938 shares
    Change vs previous 13F -9,575 shares

    1.44% of the 13F portfolio, value $35,038,900.

    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 376,513 shares
    Change vs previous 13F -17,290 shares

    1.46% of the 13F portfolio, value $33,182,102.

    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 393,803 shares
    Change vs previous 13F -11,068 shares

    1.62% of the 13F portfolio, value $35,615,541.

    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 404,871 shares
    Change vs previous 13F -9,526 shares

    1.7% of the 13F portfolio, value $34,142,756.

    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 414,397 shares
    Change vs previous 13F -16,373 shares

    1.72% of the 13F portfolio, value $30,922,304.

    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 430,770 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $33,712,061.

    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).