UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in ISMD — Inspire Small/Mid Cap ETF
CIK 1463217
IRVING, TX
All Filings in ISMD
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 ISMD | $1,202,617 | 30,088 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 ISMD | $1,066,621 | 27,647 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 ISMD | $841,901 | 21,665 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 ISMD | $668,496 | 18,815 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 ISMD | $451,100 | 13,221 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 ISMD | $237,389 | 6,327 | Shares | Defined | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||