UNITED CAPITAL FINANCIAL ADVISERS, LLC
CIK
0001463217
City
NEWPORT BEACH
State / Country
CA
Holdings in IGR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $45,757 | 10,447 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $53,697 | 10,447 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $55,264 | 10,447 | Shares | Defined | 2025-08-11 |
| 2025-03-31 | $53,906 | 10,447 | Shares | Defined | 2025-05-13 |
| 2024-12-31 | $50,250 | 10,447 | Shares | Defined | 2025-02-13 |
| 2024-09-30 | $81,776 | 12,447 | Shares | Defined | 2024-11-12 |
| 2024-06-30 | $62,732 | 12,447 | Shares | Defined | 2024-08-14 |
| 2024-03-31 | $66,964 | 12,447 | Shares | Defined | 2024-05-15 |
| 2023-12-31 | $67,587 | 12,447 | Shares | Defined | 2024-02-14 |
| 2023-09-30 | $56,011 | 12,447 | Shares | Defined | 2023-11-14 |
| 2023-06-30 | $82,879 | 15,847 | Shares | Defined | 2023-08-14 |
| 2023-03-31 | $84,147 | 15,847 | Shares | Defined | 2023-08-15 |
| 2022-12-31 | $90,803 | 15,847 | Shares | Defined | 2023-02-15 |
| 2022-09-30 | $91,437 | 15,847 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $115,049 | 15,847 | Shares | Defined | 2022-08-11 |