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Disclosery

FIRST UNITED BANK & TRUST: PEP position timeline

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

FIRST UNITED BANK & TRUST held 8,841 PEP 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 8,841 shares
    Change vs previous 13F -597 shares

    0.34% of the 13F portfolio, value $1,197,071.

    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 9,438 shares
    Change vs previous 13F -374 shares

    0.48% of the 13F portfolio, value $1,465,627.

    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 9,812 shares
    Change vs previous 13F -354 shares

    0.45% of the 13F portfolio, value $1,408,218.

    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 10,166 shares
    Change vs previous 13F -520 shares

    0.46% of the 13F portfolio, value $1,427,713.

    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 10,686 shares
    Change vs previous 13F -810 shares

    0.49% of the 13F portfolio, value $1,410,980.

    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 11,496 shares
    Change vs previous 13F -560 shares

    0.64% of the 13F portfolio, value $1,723,710.

    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 12,056 shares
    Change vs previous 13F -378 shares

    0.67% of the 13F portfolio, value $1,833,235.

    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 12,434 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $2,114,402.

    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).