United Bankshares, Inc.
DE ˙ DB ˙ US9099071071
36,40 € ↓ -0,80 (-2,15%)
2026-06-04
DEL PRIS
SecurityDE:UNK / United Bankshares, Inc.
InstitutionHeritage Wealth Advisors
Latest Disclosed Ownership13,292 shares
Latest Disclosed Value $ 550,560
Heritage Wealth Advisors reports 0.42% increase in ownership of UNK / United Bankshares, Inc.

On May 13, 2026 - Heritage Wealth Advisors filed a 13F-HR form disclosing ownership of 13,292 shares of United Bankshares, Inc. (DE:UNK) valued at $470,537 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 13,237 shares of United Bankshares, Inc.. This represents a change in shares of 0.42% during the quarter. The current value of the position is $483,829 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F United Bankshares COM 909907107 13,292 55 0.42 551 8.27 0.0215
2026-02-13 2025-12-31 13F United Bankshares COM 909907107 13,237 55 0.42 508 3.67 0.0194
2025-11-13 2025-09-30 13F United Bankshares COM 909907107 13,182 -5,472 -29.33 491 -27.84 0.0215
2025-08-11 2025-06-30 13F United Bankshares COM 909907107 18,654 58 0.31 680 5.43 0.0323
2025-05-08 2025-03-31 13F United Bankshares COM 909907107 18,596 52 0.28 645 -7.47 0.0327
2025-02-12 2024-12-31 13F United Bankshares COM 909907107 18,544 -3,380 -15.42 696 -14.39 0.0345
2024-11-12 2024-09-30 13F United Bankshares COM 909907107 21,924 59 0.27 813 14.67 0.0382
2024-12-12 2024-06-30 13F/A-1 United Bankshares COM 909907107 21,865 56 0.26 709 -9.10 0.0320
2024-08-06 2024-06-30 13F United Bankshares COM 909907107 21,865 56 709 0.0320
2024-12-12 2024-03-31 13F/A-1 United Bankshares COM 909907107 21,809 49 0.23 781 -4.53 0.0356
2024-05-08 2024-03-31 13F United Bankshares COM 909907107 4,959 -16,801 737 0.0337
2024-12-12 2023-12-31 13F/A-1 United Bankshares COM 909907107 21,760 67 0.31 817 36.62 0.0406
2024-02-12 2023-12-31 13F United Bankshares COM 909907107 21,760 67 817 0.0407
2024-12-12 2023-09-30 13F/A-1 United Bankshares COM 909907107 21,693 60 0.28 599 -6.71 0.0326
2023-11-09 2023-09-30 13F United Bankshares COM 909907107 21,693 60 599 0.0326
2024-12-12 2023-06-30 13F/A-1 United Bankshares COM 909907107 21,633 5,000 30.06 642 9.57 0.0340
2023-08-09 2023-06-30 13F United Bankshares COM 909907107 21,633 5,000 642 0.0340
2023-05-04 2023-03-31 13F United Bankshares COM 909907107 16,633 0 0.00 585 -13.08 0.0326
2024-12-12 2022-12-31 13F/A-1 United Bankshares COM 909907107 16,633 -1,230 -6.89 673 5.49 0.0390
2023-02-07 2022-12-31 13F United Bankshares COM 909907107 16,633 -1,230 673 0.0390
2024-12-12 2022-09-30 13F/A-1 United Bankshares COM 909907107 17,863 0 0.00 639 0.0463
2022-11-10 2022-09-30 13F United Bankshares COM 909907107 17,863 0 1 0.0464
2022-08-04 2022-06-30 13F United Bankshares COM 909907107 17,863 0 0.00 1 0.0435
2022-05-11 2022-03-31 13F United Bankshares COM 909907107 17,863 0 0.00 1 0.0345
2022-03-28 2021-12-31 13F/A-1 United Bankshares COM 909907107 17,863 17,863 1 0.0356
2022-02-02 2021-12-31 13F United Bankshares COM 909907107 17,863 17,863 648 0.0356
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.