Position in FCN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$226,088
New position
Shares Held
1,279
first reported quarter
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Consulting Services
Industrials · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $7,397,228 across 3 Consulting Services names.
All Filings in FCN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $226,088 | 1,279 | Shares | Defined | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||