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Disclosery

FIRST UNITED BANK & TRUST: XLC position timeline

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

FIRST UNITED BANK & TRUST held 4,444 XLC 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 4,444 shares
    Change vs previous 13F -16 shares

    0.14% of the 13F portfolio, value $476,086.

    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 4,460 shares
    Change vs previous 13F -1,235 shares

    0.16% of the 13F portfolio, value $494,436.

    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 5,695 shares
    Change vs previous 13F -215 shares

    0.21% of the 13F portfolio, value $670,415.

    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 5,910 shares
    Change vs previous 13F +25 shares

    0.23% of the 13F portfolio, value $699,567.

    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 5,885 shares
    Change vs previous 13F -465 shares

    0.22% of the 13F portfolio, value $638,699.

    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 6,350 shares
    Change vs previous 13F -360 shares

    0.23% of the 13F portfolio, value $612,458.

    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 6,710 shares
    Change vs previous 13F -350 shares

    0.24% of the 13F portfolio, value $649,595.

    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 7,060 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $638,224.

    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).