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Disclosery

FIRST UNITED BANK & TRUST: IYW position timeline

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

FIRST UNITED BANK & TRUST held 14,137 IYW 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 14,137 shares
    Change vs previous 13F -407 shares

    1.03% of the 13F portfolio, value $3,565,776.

    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 14,544 shares
    Change vs previous 13F -1,272 shares

    0.86% of the 13F portfolio, value $2,638,572.

    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 15,816 shares
    Change vs previous 13F -100 shares

    1.01% of the 13F portfolio, value $3,158,139.

    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 15,916 shares
    Change vs previous 13F -30 shares

    1.01% of the 13F portfolio, value $3,117,308.

    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 15,946 shares
    Change vs previous 13F -942 shares

    0.96% of the 13F portfolio, value $2,762,963.

    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 16,888 shares
    Change vs previous 13F -595 shares

    0.89% of the 13F portfolio, value $2,371,751.

    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 17,483 shares
    Change vs previous 13F -142 shares

    1.01% of the 13F portfolio, value $2,788,888.

    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 17,625 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $2,672,303.

    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).