UNITED CAPITAL FINANCIAL ADVISORS, LLC: BMRC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of UNITED CAPITAL FINANCIAL ADVISORS, LLC on BMRC, newest first. How the timeline and the estimate are built.

UNITED CAPITAL FINANCIAL ADVISORS, LLC held 34,641 BMRC shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

period ended2026-06-30
13F 34,641 shares
Change vs previous 13F -16,301 shares
0.01% of the 13F portfolio, value $959,556.
13F-HR 0001463217-26-000004 filed by UNITED CAPITAL FINANCIAL ADVISORS, LLC
Filed 2026-08-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 50,942 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $1,305,643.
13F-HR 0001463217-26-000002 filed by UNITED CAPITAL FINANCIAL ADVISORS, LLC
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).