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Disclosery

Sandy Spring Bank: XLC position timeline

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

Sandy Spring Bank held 158 XLC 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 158 shares
    Change vs previous 13F +57 shares

    <0.01% of the 13F portfolio, value $15,240.

    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 101 shares
    Change vs previous 13F -60 shares

    <0.01% of the 13F portfolio, value $9,778.

    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 161 shares
    Change vs previous 13F +60 shares

    <0.01% of the 13F portfolio, value $14,555.

    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 101 shares
    Change vs previous 13F +101 shares

    <0.01% of the 13F portfolio, value $8,652.

    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 ended2023-09-30
    13F 0 shares
    Change vs previous 13F -1,050 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2023-06-30
    13F 1,050 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $68,334.

    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).