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UNITED CAPITAL FINANCIAL ADVISORS, LLC: IBTH position timeline

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

UNITED CAPITAL FINANCIAL ADVISORS, LLC held 1,569,360 IBTH shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,569,360 shares
    Change vs previous 13F +88,157 shares

    0.19% of the 13F portfolio, value $35,095,933.

    13F-HR 0001463217-26-000004 filed by UNITED CAPITAL FINANCIAL ADVISORS, LLC
    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 1,481,203 shares
    Change vs previous 13F +246,251 shares

    0.2% of the 13F portfolio, value $33,225,417.

    13F-HR 0001463217-26-000002 filed by UNITED CAPITAL FINANCIAL ADVISORS, LLC
    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 1,234,952 shares
    Change vs previous 13F +431,540 shares

    0.17% of the 13F portfolio, value $27,749,367.

    13F-HR 0001463217-26-000001 filed by UNITED CAPITAL FINANCIAL ADVISORS, LLC
    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 803,412 shares
    Change vs previous 13F +307,527 shares

    0.13% of the 13F portfolio, value $18,092,844.

    13F-HR 0001463217-25-000012 filed by UNITED CAPITAL FINANCIAL ADVISORS, LLC
    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 495,885 shares
    Change vs previous 13F +203,622 shares

    0.09% of the 13F portfolio, value $11,152,454.

    13F-HR 0001372312-25-000005 filed by UNITED CAPITAL FINANCIAL ADVISORS, LLC
    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 292,263 shares
    Change vs previous 13F +213,722 shares

    0.06% of the 13F portfolio, value $6,552,530.

    13F-HR 0001463217-25-000003 filed by UNITED CAPITAL FINANCIAL ADVISORS, LLC
    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 78,541 shares
    Change vs previous 13F +37,869 shares

    0.01% of the 13F portfolio, value $1,743,610.

    13F-HR 0001463217-25-000001 filed by UNITED CAPITAL FINANCIAL ADVISORS, LLC
    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 40,672 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $920,814.

    13F-HR 0001372312-24-000005 filed by UNITED CAPITAL FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).