WMS Partners, LLC
- SEC CIK
- 0001480916
- Latest filing
- Nov 13, 2025
SASR holding history
Sandy Spring Bancorp Inc in every 13F filed by WMS Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
SASR overviewAll 13F holders of SASRFull Q3 2025 holdings
- Shares (Q2 2023)
- 0
- Sold out in Q2 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 8
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2023 | 0 | $0 | 0.0% | −48,239−100.0% | Sold out | Holders |
| Q1 2023 | 48,239 | $1.25M | 0.1% | +100.0% | Added | Holders |
| Q4 2022 | 48,229 | $1.70M | 0.2% | −432−0.9% | Reduced | Holders |
| Q3 2022 | 48,661 | $1.72M | 0.2% | 00.0% | Unchanged | Holders |
| Q2 2022 | 48,661 | $1.90M | 0.3% | 00.0% | Unchanged | Holders |
| Q1 2022 | 48,661 | $2.19M | 0.3% | −4,090−7.8% | Reduced | Holders |
| Q4 2021 | 52,751 | $2.54M | 0.5% | 00.0% | Unchanged | Holders |
| Q3 2021 | 52,751 | $2.42M | 0.4% | +45,951+675.8% | Added | Holders |
| Q2 2021 | 6,800 | $300.0K | <0.1% | +6,800 | New | Holders |