UNITED CAPITAL FINANCIAL ADVISORS, LLC: IBCA position timeline

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

UNITED CAPITAL FINANCIAL ADVISORS, LLC held 13,264 IBCA 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 13,264 shares
Change vs previous 13F +2,428 shares
<0.01% of the 13F portfolio, value $339,159.
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 10,836 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $277,127.
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).