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Disclosery

Sandy Spring Bank: XLV position timeline

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

Sandy Spring Bank held 18,129 XLV 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 18,129 shares
    Change vs previous 13F -420 shares

    0.11% of the 13F portfolio, value $2,647,017.

    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 18,549 shares
    Change vs previous 13F +50 shares

    0.1% of the 13F portfolio, value $2,551,787.

    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 18,499 shares
    Change vs previous 13F -147 shares

    0.12% of the 13F portfolio, value $2,849,217.

    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 18,646 shares
    Change vs previous 13F -147 shares

    0.12% of the 13F portfolio, value $2,717,655.

    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 18,793 shares
    Change vs previous 13F -665 shares

    0.13% of the 13F portfolio, value $2,776,291.

    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 19,458 shares
    Change vs previous 13F -268 shares

    0.13% of the 13F portfolio, value $2,653,684.

    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 19,726 shares
    Change vs previous 13F +319 shares

    0.14% of the 13F portfolio, value $2,539,527.

    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 19,407 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,575,892.

    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).