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Disclosery

FIRST UNITED BANK & TRUST: XLU position timeline

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

FIRST UNITED BANK & TRUST held 7,152 XLU 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 7,152 shares
    Change vs previous 13F +498 shares

    0.09% of the 13F portfolio, value $324,272.

    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 6,654 shares
    Change vs previous 13F -1,211 shares

    0.1% of the 13F portfolio, value $305,352.

    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 7,865 shares
    Change vs previous 13F +3,903 shares

    0.11% of the 13F portfolio, value $335,757.

    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 3,962 shares
    Change vs previous 13F -293 shares

    0.11% of the 13F portfolio, value $345,527.

    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 4,255 shares
    Change vs previous 13F +479 shares

    0.12% of the 13F portfolio, value $347,463.

    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 3,776 shares
    Change vs previous 13F +199 shares

    0.11% of the 13F portfolio, value $297,738.

    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 3,577 shares
    Change vs previous 13F -376 shares

    0.1% of the 13F portfolio, value $270,744.

    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 3,953 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $319,323.

    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).