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Disclosery

Sandy Spring Bank: IYW position timeline

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

Sandy Spring Bank held 66,512 IYW 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 66,512 shares
    Change vs previous 13F -3,825 shares

    0.39% of the 13F portfolio, value $9,340,991.

    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 70,337 shares
    Change vs previous 13F -1,252 shares

    0.45% of the 13F portfolio, value $11,220,202.

    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 71,589 shares
    Change vs previous 13F -322 shares

    0.45% of the 13F portfolio, value $10,854,394.

    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 71,911 shares
    Change vs previous 13F -1,448 shares

    0.48% of the 13F portfolio, value $10,822,606.

    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 73,359 shares
    Change vs previous 13F -1,405 shares

    0.45% of the 13F portfolio, value $9,907,858.

    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 74,764 shares
    Change vs previous 13F +5 shares

    0.46% of the 13F portfolio, value $9,177,251.

    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 74,759 shares
    Change vs previous 13F -29 shares

    0.44% of the 13F portfolio, value $7,843,716.

    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 74,788 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $8,142,172.

    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).