UNITED CAPITAL FINANCIAL ADVISERS, LLC
Holdings in CFBK
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $262,773 | 10,532 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $335,755 | 14,019 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $383,496 | 15,999 | Shares | Defined | 2025-08-11 |
| 2025-03-31 | $352,617 | 15,999 | Shares | Defined | 2025-05-13 |