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Disclosery

Sandy Spring Bank: IVW position timeline

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

Sandy Spring Bank held 6,776 IVW 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 6,776 shares
    Change vs previous 13F -575 shares

    0.03% of the 13F portfolio, value $629,017.

    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 7,351 shares
    Change vs previous 13F +72 shares

    0.03% of the 13F portfolio, value $746,376.

    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 7,279 shares
    Change vs previous 13F -826 shares

    0.03% of the 13F portfolio, value $696,991.

    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 8,105 shares
    Change vs previous 13F +620 shares

    0.03% of the 13F portfolio, value $749,993.

    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 7,485 shares
    Change vs previous 13F -105 shares

    0.03% of the 13F portfolio, value $632,035.

    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 7,590 shares
    Change vs previous 13F -101 shares

    0.03% of the 13F portfolio, value $570,010.

    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 7,691 shares
    Change vs previous 13F -33 shares

    0.03% of the 13F portfolio, value $526,219.

    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 7,724 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $544,389.

    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).