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Disclosery

Sandy Spring Bank: WMT position timeline

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

Sandy Spring Bank held 244,697 WMT 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 244,697 shares
    Change vs previous 13F -18,011 shares

    0.9% of the 13F portfolio, value $21,481,934.

    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 262,708 shares
    Change vs previous 13F -12,669 shares

    0.96% of the 13F portfolio, value $23,735,668.

    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 275,377 shares
    Change vs previous 13F -5,084 shares

    0.92% of the 13F portfolio, value $22,236,693.

    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 280,461 shares
    Change vs previous 13F -5,535 shares

    0.84% of the 13F portfolio, value $18,989,999.

    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 285,996 shares
    Change vs previous 13F +188,130 shares

    0.78% of the 13F portfolio, value $17,208,378.

    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 97,866 shares
    Change vs previous 13F +1,676 shares

    0.77% of the 13F portfolio, value $15,428,640.

    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 96,190 shares
    Change vs previous 13F -514 shares

    0.86% of the 13F portfolio, value $15,383,752.

    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 96,704 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $15,200,039.

    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).