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Disclosery

Sandy Spring Bank: JEPI position timeline

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

Sandy Spring Bank held 770,714 JEPI 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 770,714 shares
    Change vs previous 13F +35,821 shares

    1.85% of the 13F portfolio, value $44,038,619.

    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 734,893 shares
    Change vs previous 13F +71,269 shares

    1.71% of the 13F portfolio, value $42,278,415.

    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 663,624 shares
    Change vs previous 13F +67,012 shares

    1.63% of the 13F portfolio, value $39,492,285.

    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 596,612 shares
    Change vs previous 13F +96,394 shares

    1.49% of the 13F portfolio, value $33,815,986.

    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 500,218 shares
    Change vs previous 13F +77,861 shares

    1.32% of the 13F portfolio, value $28,942,610.

    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 422,357 shares
    Change vs previous 13F +99,695 shares

    1.16% of the 13F portfolio, value $23,221,190.

    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 322,662 shares
    Change vs previous 13F +36,728 shares

    0.96% of the 13F portfolio, value $17,281,766.

    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 285,934 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $15,820,752.

    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).