Filer · Institutional
UNITED CAPITAL FINANCIAL ADVISORS,LLC
CIK 0001463217TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 12
Q1 202613F-HR
0001463217-26-000002 · filed 2026-05-15
0
positions
Q4 202513F-HR
0001463217-26-000001 · filed 2026-02-17
0
positions
Q3 202513F-HR
0001463217-25-000012 · filed 2025-11-14
0
positions
Q2 202513F-HR
0001372312-25-000005 · filed 2025-08-11
0
positions
Q1 202513F-HR
0001463217-25-000003 · filed 2025-05-13
0
positions
Q4 202413F-HR
0001463217-25-000001 · filed 2025-02-13
0
positions
Q3 202413F-HR
0001372312-24-000005 · filed 2024-11-12
0
positions
Q2 202413F-HR
0001463217-24-000005 · filed 2024-08-14
0
positions
Q1 202413F-HR
0001463217-24-000003 · filed 2024-05-15
0
positions
Q4 202313F-HR
0001372312-24-000002 · filed 2024-02-14
0
positions
Q3 202313F-HR
0001372312-23-000007 · filed 2023-11-14
0
positions
Q2 202313F-HR
0001463217-23-000003 · filed 2023-08-14
0
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.