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Sandy Spring Bank: PEP position timeline

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

Sandy Spring Bank held 61,645 PEP 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 61,645 shares
    Change vs previous 13F -956 shares

    0.39% of the 13F portfolio, value $9,243,050.

    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 62,601 shares
    Change vs previous 13F -2,213 shares

    0.39% of the 13F portfolio, value $9,519,097.

    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 64,814 shares
    Change vs previous 13F -593 shares

    0.45% of the 13F portfolio, value $11,021,584.

    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 65,407 shares
    Change vs previous 13F -463 shares

    0.48% of the 13F portfolio, value $10,787,540.

    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 65,870 shares
    Change vs previous 13F -515 shares

    0.53% of the 13F portfolio, value $11,527,870.

    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 66,385 shares
    Change vs previous 13F +9,460 shares

    0.56% of the 13F portfolio, value $11,274,791.

    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 56,925 shares
    Change vs previous 13F -1,163 shares

    0.54% of the 13F portfolio, value $9,645,388.

    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 58,088 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $10,759,077.

    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).