UNITED CAPITAL FINANCIAL ADVISORS, LLC: LAMR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of UNITED CAPITAL FINANCIAL ADVISORS, LLC on LAMR, newest first. How the timeline and the estimate are built.
UNITED CAPITAL FINANCIAL ADVISORS, LLC held 92,700 LAMR shares at 2026-06-30 per its 13F-HR filed 2026-08-17.
the latest 13F is the newest step
- period ended2026-06-3013F 92,700 sharesChange vs previous 13F -290 shares
0.08% of the 13F portfolio, value $14,459,278.
13F-HR 0001463217-26-000004 filed by UNITED CAPITAL FINANCIAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 92,990 sharesChange vs previous 13F +2,993 shares
0.07% of the 13F portfolio, value $11,778,051.
13F-HR 0001463217-26-000002 filed by UNITED CAPITAL FINANCIAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 89,997 sharesChange vs previous 13F +11,933 shares
0.07% of the 13F portfolio, value $11,391,760.
13F-HR 0001463217-26-000001 filed by UNITED CAPITAL FINANCIAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 78,064 sharesChange vs previous 13F +51,808 shares
0.07% of the 13F portfolio, value $9,556,598.
13F-HR 0001463217-25-000012 filed by UNITED CAPITAL FINANCIAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 26,256 sharesChange vs previous 13F -3,282 shares
0.03% of the 13F portfolio, value $3,186,398.
13F-HR 0001372312-25-000005 filed by UNITED CAPITAL FINANCIAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 29,538 sharesChange vs previous 13F -1,858 shares
0.03% of the 13F portfolio, value $3,360,869.
13F-HR 0001463217-25-000003 filed by UNITED CAPITAL FINANCIAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 31,396 sharesChange vs previous 13F -1,466 shares
0.03% of the 13F portfolio, value $3,822,191.
13F-HR 0001463217-25-000001 filed by UNITED CAPITAL FINANCIAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 32,862 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $4,390,301.
13F-HR 0001372312-24-000005 filed by UNITED CAPITAL FINANCIAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).