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Disclosery

Sandy Spring Bank: IWO position timeline

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

Sandy Spring Bank held 1,535 IWO 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 1,535 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $392,308.

    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 1,535 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $441,832.

    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 1,535 shares
    Change vs previous 13F +1 shares

    0.02% of the 13F portfolio, value $435,849.

    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 1,534 shares
    Change vs previous 13F -78 shares

    0.02% of the 13F portfolio, value $402,842.

    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 1,612 shares
    Change vs previous 13F +385 shares

    0.02% of the 13F portfolio, value $436,610.

    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 1,227 shares
    Change vs previous 13F -41 shares

    0.02% of the 13F portfolio, value $309,512.

    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 1,268 shares
    Change vs previous 13F +2 shares

    0.02% of the 13F portfolio, value $284,161.

    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 1,266 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $307,141.

    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).