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Disclosery

Sandy Spring Bank: SHLS position timeline

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

Sandy Spring Bank held 365 SHLS 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 365 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $1,212.

    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 365 shares
    Change vs previous 13F -5,525 shares

    <0.01% of the 13F portfolio, value $2,019.

    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 5,890 shares
    Change vs previous 13F -7,140 shares

    <0.01% of the 13F portfolio, value $33,043.

    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 13,030 shares
    Change vs previous 13F -14,430 shares

    <0.01% of the 13F portfolio, value $81,308.

    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 27,460 shares
    Change vs previous 13F -4,595 shares

    0.01% of the 13F portfolio, value $307,003.

    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 32,055 shares
    Change vs previous 13F -1,042 shares

    0.02% of the 13F portfolio, value $498,136.

    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 33,097 shares
    Change vs previous 13F +3,825 shares

    0.03% of the 13F portfolio, value $604,020.

    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 29,272 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $748,193.

    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).