UNITED CAPITAL FINANCIAL ADVISERS, LLC
Holdings in FSV
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $10,826,287 | 69,609 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $14,252,271 | 74,819 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $8,881,522 | 50,862 | Shares | Defined | 2025-08-11 |
| 2025-03-31 | $8,901,723 | 53,641 | Shares | Defined | 2025-05-13 |
| 2024-12-31 | $13,009,545 | 71,868 | Shares | Defined | 2025-02-13 |
| 2024-09-30 | $17,653,005 | 96,750 | Shares | Defined | 2024-11-12 |
| 2024-06-30 | $15,748,201 | 103,355 | Shares | Defined | 2024-08-14 |
| 2024-03-31 | $18,194,560 | 109,738 | Shares | Defined | 2024-05-15 |
| 2023-12-31 | $19,073,292 | 117,671 | Shares | Defined | 2024-02-14 |
| 2023-09-30 | $30,352,221 | 208,549 | Shares | Defined | 2023-11-14 |
| 2023-06-30 | $36,226,096 | 235,097 | Shares | Defined | 2023-08-14 |
| 2023-03-31 | $34,348,406 | 243,623 | Shares | Defined | 2023-08-15 |
| 2022-12-31 | $28,510,522 | 232,644 | Shares | Defined | 2023-02-15 |