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Disclosery

Sandy Spring Bank: IWB position timeline

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

Sandy Spring Bank held 29,906 IWB 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 29,906 shares
    Change vs previous 13F +97 shares

    0.39% of the 13F portfolio, value $9,173,408.

    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 29,809 shares
    Change vs previous 13F -1,285 shares

    0.39% of the 13F portfolio, value $9,603,304.

    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 31,094 shares
    Change vs previous 13F +245 shares

    0.4% of the 13F portfolio, value $9,775,669.

    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 30,849 shares
    Change vs previous 13F +58 shares

    0.4% of the 13F portfolio, value $9,178,827.

    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 30,791 shares
    Change vs previous 13F -618 shares

    0.4% of the 13F portfolio, value $8,868,741.

    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 31,409 shares
    Change vs previous 13F -1,360 shares

    0.41% of the 13F portfolio, value $8,237,325.

    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 32,769 shares
    Change vs previous 13F -303 shares

    0.43% of the 13F portfolio, value $7,697,768.

    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 33,072 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $8,060,849.

    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).