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Disclosery

Sandy Spring Bank: XLE position timeline

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

Sandy Spring Bank held 19,206 XLE 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 19,206 shares
    Change vs previous 13F -26 shares

    0.08% of the 13F portfolio, value $1,794,787.

    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 19,232 shares
    Change vs previous 13F -562 shares

    0.07% of the 13F portfolio, value $1,647,389.

    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 19,794 shares
    Change vs previous 13F +252 shares

    0.07% of the 13F portfolio, value $1,737,933.

    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 19,542 shares
    Change vs previous 13F -750 shares

    0.08% of the 13F portfolio, value $1,781,223.

    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 20,292 shares
    Change vs previous 13F +230 shares

    0.09% of the 13F portfolio, value $1,915,806.

    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 20,062 shares
    Change vs previous 13F -67 shares

    0.08% of the 13F portfolio, value $1,682,013.

    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 20,129 shares
    Change vs previous 13F -125 shares

    0.1% of the 13F portfolio, value $1,819,461.

    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 20,254 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,644,018.

    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).