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Disclosery

Sandy Spring Bank: SMH position timeline

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

Sandy Spring Bank held 788 SMH 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 788 shares
    Change vs previous 13F +5 shares

    0.01% of the 13F portfolio, value $166,584.

    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 783 shares
    Change vs previous 13F +78 shares

    0.01% of the 13F portfolio, value $189,556.

    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 705 shares
    Change vs previous 13F +135 shares

    0.01% of the 13F portfolio, value $173,150.

    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 570 shares
    Change vs previous 13F +99 shares

    0.01% of the 13F portfolio, value $148,713.

    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 471 shares
    Change vs previous 13F +229 shares

    <0.01% of the 13F portfolio, value $106,068.

    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 242 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $42,395.

    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 241 shares
    Change vs previous 13F -373 shares

    <0.01% of the 13F portfolio, value $34,941.

    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 614 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $93,482.

    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).