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Disclosery

Sandy Spring Bank: WM position timeline

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

Sandy Spring Bank held 35,960 WM 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 35,960 shares
    Change vs previous 13F -1,089 shares

    0.35% of the 13F portfolio, value $8,325,101.

    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 37,049 shares
    Change vs previous 13F -633 shares

    0.3% of the 13F portfolio, value $7,476,119.

    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 37,682 shares
    Change vs previous 13F -510 shares

    0.32% of the 13F portfolio, value $7,822,783.

    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 38,192 shares
    Change vs previous 13F -750 shares

    0.36% of the 13F portfolio, value $8,147,883.

    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 38,942 shares
    Change vs previous 13F -922 shares

    0.38% of the 13F portfolio, value $8,300,488.

    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 39,864 shares
    Change vs previous 13F +539 shares

    0.36% of the 13F portfolio, value $7,139,643.

    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 39,325 shares
    Change vs previous 13F -1,001 shares

    0.33% of the 13F portfolio, value $5,994,705.

    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 40,326 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $6,993,336.

    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).