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Disclosery

FIRST UNITED BANK & TRUST: IEI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIRST UNITED BANK & TRUST on IEI, newest first. How the timeline and the estimate are built.

FIRST UNITED BANK & TRUST held 2,999 IEI shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,999 shares
    Change vs previous 13F -525 shares

    0.1% of the 13F portfolio, value $352,233.

    13F-HR 0001104659-26-085022 filed by FIRST UNITED BANK & TRUST
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,524 shares
    Change vs previous 13F +20 shares

    0.14% of the 13F portfolio, value $417,946.

    13F-HR 0001104659-26-046124 filed by FIRST UNITED BANK & TRUST
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,504 shares
    Change vs previous 13F -385 shares

    0.13% of the 13F portfolio, value $418,202.

    13F-HR 0001104659-26-005279 filed by FIRST UNITED BANK & TRUST
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,889 shares
    Change vs previous 13F -635 shares

    0.15% of the 13F portfolio, value $464,774.

    13F-HR 0001104659-25-102480 filed by FIRST UNITED BANK & TRUST
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,524 shares
    Change vs previous 13F +1,128 shares

    0.19% of the 13F portfolio, value $538,763.

    13F-HR 0001104659-25-068849 filed by FIRST UNITED BANK & TRUST
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,396 shares
    Change vs previous 13F -588 shares

    0.15% of the 13F portfolio, value $401,186.

    13F-HR 0001104659-25-035174 filed by FIRST UNITED BANK & TRUST
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 3,984 shares
    Change vs previous 13F +1,509 shares

    0.17% of the 13F portfolio, value $460,351.

    13F-HR 0001104659-25-004190 filed by FIRST UNITED BANK & TRUST
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,475 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $296,022.

    13F-HR 0001104659-24-108676 filed by FIRST UNITED BANK & TRUST
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).