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Disclosery

Sandy Spring Bank: IVV position timeline

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

Sandy Spring Bank held 241,147 IVV 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 241,147 shares
    Change vs previous 13F +4,367 shares

    5.7% of the 13F portfolio, value $135,500,669.

    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 236,780 shares
    Change vs previous 13F +3,273 shares

    5.64% of the 13F portfolio, value $139,387,186.

    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 233,507 shares
    Change vs previous 13F +116 shares

    5.54% of the 13F portfolio, value $134,691,495.

    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 233,391 shares
    Change vs previous 13F +13,550 shares

    5.63% of the 13F portfolio, value $127,718,302.

    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 219,841 shares
    Change vs previous 13F +1,787 shares

    5.26% of the 13F portfolio, value $115,577,101.

    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 218,054 shares
    Change vs previous 13F -3,338 shares

    5.18% of the 13F portfolio, value $104,149,004.

    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 221,392 shares
    Change vs previous 13F -1,853 shares

    5.29% of the 13F portfolio, value $95,072,124.

    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 223,245 shares
    Change vs previous 13F not available

    5.3% of the 13F portfolio, value $99,502,276.

    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).