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Disclosery

Sandy Spring Bank: UBSI position timeline

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

Sandy Spring Bank held 22,047 UBSI 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 22,047 shares
    Change vs previous 13F -1,811 shares

    0.03% of the 13F portfolio, value $764,370.

    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 23,858 shares
    Change vs previous 13F -1,650 shares

    0.04% of the 13F portfolio, value $895,868.

    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 25,508 shares
    Change vs previous 13F -1,000 shares

    0.04% of the 13F portfolio, value $946,347.

    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 26,508 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $859,920.

    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 26,508 shares
    Change vs previous 13F -1,000 shares

    0.04% of the 13F portfolio, value $948,722.

    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 27,508 shares
    Change vs previous 13F +11,820 shares

    0.05% of the 13F portfolio, value $1,032,926.

    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 15,688 shares
    Change vs previous 13F +6,933 shares

    0.02% of the 13F portfolio, value $432,832.

    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 8,755 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $259,761.

    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).