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Disclosery

Sandy Spring Bank: WELL position timeline

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

Sandy Spring Bank held 16,982 WELL 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 16,982 shares
    Change vs previous 13F +470 shares

    0.11% of the 13F portfolio, value $2,601,813.

    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 16,512 shares
    Change vs previous 13F +1,161 shares

    0.08% of the 13F portfolio, value $2,081,009.

    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 15,351 shares
    Change vs previous 13F -255 shares

    0.08% of the 13F portfolio, value $1,965,389.

    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 15,606 shares
    Change vs previous 13F +2,600 shares

    0.07% of the 13F portfolio, value $1,626,926.

    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 13,006 shares
    Change vs previous 13F +1,002 shares

    0.06% of the 13F portfolio, value $1,215,282.

    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 12,004 shares
    Change vs previous 13F +1,240 shares

    0.05% of the 13F portfolio, value $1,082,402.

    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 10,764 shares
    Change vs previous 13F +1,848 shares

    0.05% of the 13F portfolio, value $881,787.

    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 8,916 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $721,216.

    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).