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Disclosery

Sandy Spring Bank: IVE position timeline

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

Sandy Spring Bank held 2,742 IVE 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 2,742 shares
    Change vs previous 13F -80 shares

    0.02% of the 13F portfolio, value $522,570.

    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 2,822 shares
    Change vs previous 13F -22 shares

    0.02% of the 13F portfolio, value $538,663.

    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 2,844 shares
    Change vs previous 13F -81 shares

    0.02% of the 13F portfolio, value $560,751.

    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 2,925 shares
    Change vs previous 13F -429 shares

    0.02% of the 13F portfolio, value $532,379.

    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 3,354 shares
    Change vs previous 13F +244 shares

    0.03% of the 13F portfolio, value $626,562.

    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 3,110 shares
    Change vs previous 13F -145 shares

    0.03% of the 13F portfolio, value $540,799.

    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 3,255 shares
    Change vs previous 13F +75 shares

    0.03% of the 13F portfolio, value $500,749.

    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 3,180 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $512,584.

    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).