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Disclosery

Sandy Spring Bank: IWR position timeline

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

Sandy Spring Bank held 39,251 IWR 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 39,251 shares
    Change vs previous 13F +78 shares

    0.14% of the 13F portfolio, value $3,339,084.

    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 39,173 shares
    Change vs previous 13F +97 shares

    0.14% of the 13F portfolio, value $3,462,894.

    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 39,076 shares
    Change vs previous 13F -772 shares

    0.14% of the 13F portfolio, value $3,444,160.

    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 39,848 shares
    Change vs previous 13F -95 shares

    0.14% of the 13F portfolio, value $3,230,877.

    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 39,943 shares
    Change vs previous 13F -2,695 shares

    0.15% of the 13F portfolio, value $3,358,808.

    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 42,638 shares
    Change vs previous 13F +1,332 shares

    0.16% of the 13F portfolio, value $3,314,253.

    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 41,306 shares
    Change vs previous 13F -6,316 shares

    0.16% of the 13F portfolio, value $2,860,472.

    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 47,622 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $3,477,868.

    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).