UNITED CAPITAL FINANCIAL ADVISORS, LLC
FollowFiler group, 2 members, built by the linking rules
UNITED CAPITAL FINANCIAL ADVISORS, LLC is a filer group of 2 members, 2 of them filing 13F reports, with 111 filings between them.
Members
Each member with the evidence that put it in the group. A member counts only inside the quarters shown (method).
| Member | Kind | Quarters | Evidence |
|---|---|---|---|
| United Capital Financial Partners, LLCCIK 1372312 | 13F filer | all |
|
| UNITED CAPITAL FINANCIAL ADVISORS, LLCCIK 1463217 | 13F filer | all |
|
Filings of the group
The union of the members' filings: 13F reports and notices, 13D and 13G naming a member, and Forms 3, 4 and 5 with a member as reporting owner. The newest 100 of 111.
| Filing | Subject | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001463217-26-000004 | Quarter ended 2026-06-30 | 2026-08-17 | acceptance time not in the bulk data set | |
| 13F-NT 0001372312-26-000004 | Quarter ended 2026-06-30 | 2026-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001463217-26-000002 | Quarter ended 2026-03-31 | 2026-05-15 | acceptance time not in the bulk data set | |
| 13F-NT 0001372312-26-000002 | Quarter ended 2026-03-31 | 2026-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001463217-26-000001 | Quarter ended 2025-12-31 | 2026-02-17 | acceptance time not in the bulk data set | |
| 13F-NT 0001372312-26-000001 | Quarter ended 2025-12-31 | 2026-02-17 | acceptance time not in the bulk data set | |
| 13F-NT 0001372312-25-000006 | Quarter ended 2025-09-30 | 2025-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001463217-25-000012 | Quarter ended 2025-09-30 | 2025-11-14 | acceptance time not in the bulk data set | |
| 13F-NT 0001372312-25-000004 | Quarter ended 2025-06-30 | 2025-08-11 | acceptance time not in the bulk data set | |
| 13F-HR 0001372312-25-000005 | Quarter ended 2025-06-30 | 2025-08-11 | acceptance time not in the bulk data set | |
| 13F-HR 0001463217-25-000003 | Quarter ended 2025-03-31 | 2025-05-13 | acceptance time not in the bulk data set | |
| 13F-NT 0001463217-25-000005 | Quarter ended 2025-03-31 | 2025-05-13 | acceptance time not in the bulk data set | |
| 13F-NT 0001372312-25-000001 | Quarter ended 2024-12-31 | 2025-02-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001463217-25-000001 | Quarter ended 2024-12-31 | 2025-02-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001372312-24-000005 | Quarter ended 2024-09-30 | 2024-11-12 | acceptance time not in the bulk data set | |
| 13F-NT 0001372312-24-000004 | Quarter ended 2024-09-30 | 2024-11-12 | acceptance time not in the bulk data set | |
| 13F-NT 0001463217-24-000004 | Quarter ended 2024-06-30 | 2024-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001463217-24-000005 | Quarter ended 2024-06-30 | 2024-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001463217-24-000003 | Quarter ended 2024-03-31 | 2024-05-15 | acceptance time not in the bulk data set | |
| 13F-NT 0001372312-24-000003 | Quarter ended 2024-03-31 | 2024-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001372312-24-000002 | Quarter ended 2023-12-31 | 2024-02-14 | acceptance time not in the bulk data set | |
| 13F-NT 0001372312-24-000001 | Quarter ended 2023-12-31 | 2024-02-14 | acceptance time not in the bulk data set | |
| 13F-NT 0001372312-23-000006 | Quarter ended 2023-09-30 | 2023-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001372312-23-000007 | Quarter ended 2023-09-30 | 2023-11-14 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001463217-23-000004 | Quarter ended 2023-03-31 | 2023-08-15 | acceptance time not in the bulk data set | |
| 13F-NT 0001372312-23-000003 | Quarter ended 2023-06-30 | 2023-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001463217-23-000003 | Quarter ended 2023-06-30 | 2023-08-14 | acceptance time not in the bulk data set | |
| 13F-NT 0001372312-23-000002 | Quarter ended 2023-03-31 | 2023-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001463217-23-000002 | Quarter ended 2023-03-31 | 2023-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001463217-23-000001 | Quarter ended 2022-12-31 | 2023-02-15 | acceptance time not in the bulk data set | |
| 13F-NT 0001372312-23-000001 | Quarter ended 2022-12-31 | 2023-02-14 | acceptance time not in the bulk data set | |
| 13F-NT 0001372312-22-000005 | Quarter ended 2022-09-30 | 2022-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001463217-22-000005 | Quarter ended 2022-09-30 | 2022-11-14 | acceptance time not in the bulk data set | |
| 13F-NT 0001372312-22-000004 | Quarter ended 2022-06-30 | 2022-08-11 | acceptance time not in the bulk data set | |
| 13F-HR 0001463217-22-000004 | Quarter ended 2022-06-30 | 2022-08-11 | acceptance time not in the bulk data set | |
| 13F-NT 0001372312-22-000003 | Quarter ended 2022-03-31 | 2022-05-16 | acceptance time not in the bulk data set | |
| 13F-HR 0001463217-22-000003 | Quarter ended 2022-03-31 | 2022-05-16 | acceptance time not in the bulk data set | |
| 13F-HR 0001463217-22-000001 | Quarter ended 2021-12-31 | 2022-02-14 | acceptance time not in the bulk data set | |
| 13F-NT 0001372312-22-000001 | Quarter ended 2021-12-31 | 2022-02-14 | acceptance time not in the bulk data set | |
| 13F-NT 0001372312-21-000005 | Quarter ended 2021-09-30 | 2021-11-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001463217-21-000005 | Quarter ended 2021-09-30 | 2021-11-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001463217-21-000004 | Quarter ended 2021-06-30 | 2021-08-13 | acceptance time not in the bulk data set | |
| 13F-NT 0001372312-21-000004 | Quarter ended 2021-06-30 | 2021-08-13 | acceptance time not in the bulk data set | |
| 13F-NT 0001372312-21-000003 | Quarter ended 2021-03-31 | 2021-05-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001463217-21-000003 | Quarter ended 2021-03-31 | 2021-05-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001463217-21-000001 | Quarter ended 2020-12-31 | 2021-02-17 | acceptance time not in the bulk data set | |
| 13F-NT 0001372312-21-000002 | Quarter ended 2020-12-31 | 2021-02-17 | acceptance time not in the bulk data set | |
| 13F-HR 0001463217-20-000005 | Quarter ended 2020-09-30 | 2020-11-13 | acceptance time not in the bulk data set | |
| 13F-NT 0001372312-20-000005 | Quarter ended 2020-09-30 | 2020-11-13 | acceptance time not in the bulk data set | |
| 13F-NT 0001372312-20-000004 | Quarter ended 2020-06-30 | 2020-08-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001463217-20-000004 | Quarter ended 2020-06-30 | 2020-08-13 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001463217-20-000003 | Quarter ended 2020-03-31 | 2020-08-11 | acceptance time not in the bulk data set | |
| 13F-HR 0001463217-20-000002 | Quarter ended 2020-03-31 | 2020-05-15 | acceptance time not in the bulk data set | |
| 13F-NT 0001372312-20-000003 | Quarter ended 2020-03-31 | 2020-05-15 | acceptance time not in the bulk data set | |
| 13F-NT 0001372312-20-000001 | Quarter ended 2019-12-31 | 2020-02-14 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001372312-20-000002 | Quarter ended 2019-09-30 | 2020-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001463217-20-000001 | Quarter ended 2019-12-31 | 2020-02-14 | acceptance time not in the bulk data set | |
| 13F-NT 0001372312-19-000006 | Quarter ended 2019-09-30 | 2019-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001372312-19-000005 | Quarter ended 2019-09-30 | 2019-11-14 | acceptance time not in the bulk data set | |
| 13F-NT 0001372312-19-000003 | Quarter ended 2019-06-30 | 2019-08-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001372312-19-000004 | Quarter ended 2019-06-30 | 2019-08-13 | acceptance time not in the bulk data set | |
| 13F-NT 0001372312-19-000002 | Quarter ended 2019-03-31 | 2019-05-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001463217-19-000004 | Quarter ended 2019-03-31 | 2019-05-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001463217-19-000001 | Quarter ended 2018-12-31 | 2019-02-14 | acceptance time not in the bulk data set | |
| 13F-NT 0001372312-19-000001 | Quarter ended 2018-12-31 | 2019-02-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001463217-18-000006 | Quarter ended 2018-09-30 | 2018-11-14 | acceptance time not in the bulk data set | |
| 13F-NT 0001372312-18-000005 | Quarter ended 2018-09-30 | 2018-11-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001463217-18-000004 | Quarter ended 2018-06-30 | 2018-08-14 | acceptance time not in the bulk data set | |
| 13F-NT 0001372312-18-000003 | Quarter ended 2018-06-30 | 2018-08-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001463217-18-000003 | Quarter ended 2018-03-31 | 2018-05-15 | acceptance time not in the bulk data set | |
| 13F-NT 0001372312-18-000002 | Quarter ended 2018-03-31 | 2018-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001463217-18-000001 | Quarter ended 2017-12-31 | 2018-02-13 | acceptance time not in the bulk data set | |
| 13F-NT 0001372312-18-000001 | Quarter ended 2017-12-31 | 2018-02-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001463217-17-000005 | Quarter ended 2017-09-30 | 2017-11-14 | acceptance time not in the bulk data set | |
| 13F-NT 0001372312-17-000004 | Quarter ended 2017-09-30 | 2017-11-14 | acceptance time not in the bulk data set | |
| 13F-NT 0001372312-17-000003 | Quarter ended 2017-06-30 | 2017-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001463217-17-000004 | Quarter ended 2017-06-30 | 2017-08-14 | acceptance time not in the bulk data set | |
| 13F-NT 0001372312-17-000002 | Quarter ended 2017-03-31 | 2017-05-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001463217-17-000003 | Quarter ended 2017-03-31 | 2017-05-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001463217-17-000002 | Quarter ended 2016-12-31 | 2017-02-15 | acceptance time not in the bulk data set | |
| 13F-NT 0001372312-17-000001 | Quarter ended 2016-12-31 | 2017-02-07 | acceptance time not in the bulk data set | |
| 13F-NT 0001372312-16-000012 | Quarter ended 2016-09-30 | 2016-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001463217-16-000014 | Quarter ended 2016-09-30 | 2016-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001463217-16-000013 | Quarter ended 2016-06-30 | 2016-08-15 | acceptance time not in the bulk data set | |
| 13F-NT 0001372312-16-000011 | Quarter ended 2016-06-30 | 2016-08-03 | acceptance time not in the bulk data set | |
| 13F-HR 0001463217-16-000012 | Quarter ended 2016-03-31 | 2016-05-11 | acceptance time not in the bulk data set | |
| 13F-NT 0001372312-16-000010 | Quarter ended 2016-03-31 | 2016-05-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001372312-16-000009 | Quarter ended 2015-12-31 | 2016-02-11 | acceptance time not in the bulk data set | |
| 13F-NT 0001372312-16-000007 | Quarter ended 2015-12-31 | 2016-02-11 | acceptance time not in the bulk data set | |
| 13F-HR 0001463217-15-000009 | Quarter ended 2015-09-30 | 2015-11-13 | acceptance time not in the bulk data set | |
| 13F-NT 0001372312-15-000005 | Quarter ended 2015-09-30 | 2015-11-12 | acceptance time not in the bulk data set | |
| 13F-NT 0001372312-15-000003 | Quarter ended 2015-06-30 | 2015-08-11 | acceptance time not in the bulk data set | |
| 13F-HR 0001372312-15-000004 | Quarter ended 2015-06-30 | 2015-08-11 | acceptance time not in the bulk data set | |
| 13F-HR 0001463217-15-000008 | Quarter ended 2015-03-31 | 2015-05-14 | acceptance time not in the bulk data set | |
| 13F-NT 0001372312-15-000002 | Quarter ended 2015-03-31 | 2015-05-12 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001463217-15-000006 | Quarter ended 2014-12-31 | 2015-03-18 | acceptance time not in the bulk data set | |
| 13F-HR 0001463217-15-000005 | Quarter ended 2014-12-31 | 2015-02-13 | acceptance time not in the bulk data set | |
| 13F-NT 0001372312-15-000001 | Quarter ended 2014-12-31 | 2015-02-06 | acceptance time not in the bulk data set | |
| 13F-HR 0001463217-14-000015 | Quarter ended 2014-09-30 | 2014-11-13 | acceptance time not in the bulk data set | |
| 13F-NT 0001372312-14-000005 | Quarter ended 2014-09-30 | 2014-11-12 | acceptance time not in the bulk data set |