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Disclosery

FIRST UNITED BANK & TRUST: IWF position timeline

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

FIRST UNITED BANK & TRUST held 28,950 IWF 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 28,950 shares
    Change vs previous 13F +21,685 shares

    1.03% of the 13F portfolio, value $3,594,722.

    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 7,265 shares
    Change vs previous 13F -362 shares

    1.01% of the 13F portfolio, value $3,097,796.

    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 7,627 shares
    Change vs previous 13F -10 shares

    1.15% of the 13F portfolio, value $3,609,859.

    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 7,637 shares
    Change vs previous 13F -20 shares

    1.16% of the 13F portfolio, value $3,577,247.

    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 7,657 shares
    Change vs previous 13F -70 shares

    1.13% of the 13F portfolio, value $3,251,009.

    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 7,727 shares
    Change vs previous 13F -113 shares

    1.04% of the 13F portfolio, value $2,790,142.

    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 7,840 shares
    Change vs previous 13F -136 shares

    1.14% of the 13F portfolio, value $3,148,387.

    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 7,976 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $2,994,031.

    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).