UNITED CAPITAL FINANCIAL ADVISERS, LLC
Holdings in J
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $17,091,048 | 129,028 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $19,485,996 | 130,028 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $17,742,069 | 134,972 | Shares | Defined | 2025-08-11 |
| 2025-03-31 | $16,052,281 | 134,112 | Shares | Defined | 2025-05-13 |
| 2024-12-31 | $17,557,664 | 132,714 | Shares | Defined | 2025-02-13 |
| 2024-09-30 | $16,942,094 | 130,722 | Shares | Defined | 2024-11-12 |
| 2024-06-30 | $15,118,640 | 130,828 | Shares | Defined | 2024-08-14 |
| 2024-03-31 | $20,117,254 | 158,207 | Shares | Defined | 2024-05-15 |
| 2023-12-31 | $17,159,896 | 159,829 | Shares | Defined | 2024-02-14 |
| 2023-09-30 | $17,504,833 | 155,039 | Shares | Defined | 2023-11-14 |
| 2023-06-30 | $17,057,547 | 173,455 | Shares | Defined | 2023-08-14 |
| 2023-03-31 | $17,334,848 | 178,345 | Shares | Defined | 2023-08-15 |
| 2022-12-31 | $17,832,865 | 179,557 | Shares | Defined | 2023-02-15 |
| 2022-09-30 | $16,137,853 | 179,834 | Shares | Defined | 2022-11-14 |