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Disclosery

FIRST UNITED BANK & TRUST: XLY position timeline

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

FIRST UNITED BANK & TRUST held 3,008 XLY 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 3,008 shares
    Change vs previous 13F -67 shares

    0.1% of the 13F portfolio, value $352,778.

    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 3,075 shares
    Change vs previous 13F -125 shares

    0.11% of the 13F portfolio, value $335,114.

    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 3,200 shares
    Change vs previous 13F +1,600 shares

    0.12% of the 13F portfolio, value $382,112.

    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 1,600 shares
    Change vs previous 13F -1,000 shares

    0.12% of the 13F portfolio, value $383,424.

    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 2,600 shares
    Change vs previous 13F -20 shares

    0.2% of the 13F portfolio, value $565,058.

    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 2,620 shares
    Change vs previous 13F -145 shares

    0.19% of the 13F portfolio, value $517,345.

    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 2,765 shares
    Change vs previous 13F -100 shares

    0.23% of the 13F portfolio, value $620,328.

    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 2,865 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $574,060.

    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).