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Disclosery

Sandy Spring Bank: SPGI position timeline

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

Sandy Spring Bank held 14,739 SPGI 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 14,739 shares
    Change vs previous 13F +1,124 shares

    0.31% of the 13F portfolio, value $7,489,122.

    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 13,615 shares
    Change vs previous 13F +2,089 shares

    0.27% of the 13F portfolio, value $6,780,910.

    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 11,526 shares
    Change vs previous 13F +56 shares

    0.25% of the 13F portfolio, value $5,954,803.

    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 11,470 shares
    Change vs previous 13F +650 shares

    0.23% of the 13F portfolio, value $5,115,827.

    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 10,820 shares
    Change vs previous 13F +807 shares

    0.21% of the 13F portfolio, value $4,603,567.

    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 10,013 shares
    Change vs previous 13F +9 shares

    0.22% of the 13F portfolio, value $4,411,132.

    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 10,004 shares
    Change vs previous 13F +268 shares

    0.2% of the 13F portfolio, value $3,655,732.

    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 9,736 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $3,903,252.

    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).