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Disclosery

Sandy Spring Bank: SHEL position timeline

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

Sandy Spring Bank held 107,501 SHEL 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 107,501 shares
    Change vs previous 13F -9,891 shares

    0.33% of the 13F portfolio, value $7,877,648.

    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 117,392 shares
    Change vs previous 13F +715 shares

    0.3% of the 13F portfolio, value $7,354,554.

    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 116,677 shares
    Change vs previous 13F +4,217 shares

    0.32% of the 13F portfolio, value $7,694,784.

    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 112,460 shares
    Change vs previous 13F +306 shares

    0.36% of the 13F portfolio, value $8,117,293.

    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 112,154 shares
    Change vs previous 13F +4,015 shares

    0.34% of the 13F portfolio, value $7,518,772.

    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 108,139 shares
    Change vs previous 13F +1,392 shares

    0.35% of the 13F portfolio, value $7,115,514.

    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 106,747 shares
    Change vs previous 13F +3,015 shares

    0.38% of the 13F portfolio, value $6,872,341.

    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 103,732 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $6,263,309.

    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).