Position in FTDR
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$836,342
+$335,388 QoQ
Shares Held
10,779
+13.7% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#183
of 384 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FTDR Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $1,264,240 across 3 Personal Services names. FTDR ranks #1 (66.2% of the industry book) .
All Filings in FTDR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $836,342 | 10,779 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $500,954 | 9,477 | Shares | Defined | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||