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Disclosery

Sandy Spring Bank: XLK position timeline

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

Sandy Spring Bank held 34,406 XLK 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 34,406 shares
    Change vs previous 13F -500 shares

    0.3% of the 13F portfolio, value $7,104,153.

    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 34,906 shares
    Change vs previous 13F -751 shares

    0.33% of the 13F portfolio, value $8,116,345.

    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 35,657 shares
    Change vs previous 13F -381 shares

    0.33% of the 13F portfolio, value $8,049,926.

    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 36,038 shares
    Change vs previous 13F -810 shares

    0.36% of the 13F portfolio, value $8,152,879.

    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 36,848 shares
    Change vs previous 13F -617 shares

    0.35% of the 13F portfolio, value $7,674,333.

    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 37,465 shares
    Change vs previous 13F -366 shares

    0.36% of the 13F portfolio, value $7,211,265.

    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 37,831 shares
    Change vs previous 13F -39 shares

    0.34% of the 13F portfolio, value $6,201,637.

    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 37,870 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $6,584,079.

    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).