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Disclosery

FIRST UNITED BANK & TRUST: IWR position timeline

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

FIRST UNITED BANK & TRUST held 28,495 IWR 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 28,495 shares
    Change vs previous 13F -180 shares

    0.9% of the 13F portfolio, value $3,143,568.

    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 28,675 shares
    Change vs previous 13F -290 shares

    0.91% of the 13F portfolio, value $2,788,070.

    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 28,965 shares
    Change vs previous 13F -279 shares

    0.89% of the 13F portfolio, value $2,788,461.

    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 29,244 shares
    Change vs previous 13F -125 shares

    0.92% of the 13F portfolio, value $2,823,508.

    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 29,369 shares
    Change vs previous 13F -1,235 shares

    0.94% of the 13F portfolio, value $2,701,067.

    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 30,604 shares
    Change vs previous 13F -30 shares

    0.97% of the 13F portfolio, value $2,603,482.

    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 30,634 shares
    Change vs previous 13F 0 shares

    0.98% of the 13F portfolio, value $2,708,046.

    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 30,634 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $2,700,081.

    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).