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Disclosery

Sandy Spring Bank: IWD position timeline

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

Sandy Spring Bank held 20,507 IWD 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 20,507 shares
    Change vs previous 13F -1,358 shares

    0.16% of the 13F portfolio, value $3,858,614.

    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 21,865 shares
    Change vs previous 13F -493 shares

    0.16% of the 13F portfolio, value $4,047,905.

    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 22,358 shares
    Change vs previous 13F +135 shares

    0.17% of the 13F portfolio, value $4,243,618.

    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 22,223 shares
    Change vs previous 13F +1,592 shares

    0.17% of the 13F portfolio, value $3,877,262.

    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 20,631 shares
    Change vs previous 13F +1,899 shares

    0.17% of the 13F portfolio, value $3,695,144.

    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 18,732 shares
    Change vs previous 13F -2,528 shares

    0.15% of the 13F portfolio, value $3,095,521.

    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 21,260 shares
    Change vs previous 13F +506 shares

    0.18% of the 13F portfolio, value $3,227,718.

    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 20,754 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $3,275,570.

    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).