UNITED CAPITAL FINANCIAL ADVISORS, LLC: ACGL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of UNITED CAPITAL FINANCIAL ADVISORS, LLC on ACGL, newest first. How the timeline and the estimate are built.
UNITED CAPITAL FINANCIAL ADVISORS, LLC held 101,476 ACGL shares at 2026-06-30 per its 13F-HR filed 2026-08-17.
the latest 13F is the newest step
- period ended2026-06-3013F 101,476 sharesChange vs previous 13F -1,829 shares
0.05% of the 13F portfolio, value $9,849,250.
13F-HR 0001463217-26-000004 filed by UNITED CAPITAL FINANCIAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 103,305 sharesChange vs previous 13F +6,401 shares
0.06% of the 13F portfolio, value $9,916,237.
13F-HR 0001463217-26-000002 filed by UNITED CAPITAL FINANCIAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 96,904 sharesChange vs previous 13F +83,511 shares
0.06% of the 13F portfolio, value $9,295,022.
13F-HR 0001463217-26-000001 filed by UNITED CAPITAL FINANCIAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 13,393 sharesChange vs previous 13F +738 shares
0.01% of the 13F portfolio, value $1,215,137.
13F-HR 0001463217-25-000012 filed by UNITED CAPITAL FINANCIAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 12,655 sharesChange vs previous 13F +671 shares
0.01% of the 13F portfolio, value $1,152,228.
13F-HR 0001372312-25-000005 filed by UNITED CAPITAL FINANCIAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 11,984 sharesChange vs previous 13F -78 shares
0.01% of the 13F portfolio, value $1,152,611.
13F-HR 0001463217-25-000003 filed by UNITED CAPITAL FINANCIAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 12,062 sharesChange vs previous 13F +170 shares
0.01% of the 13F portfolio, value $1,113,916.
13F-HR 0001463217-25-000001 filed by UNITED CAPITAL FINANCIAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 11,892 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $1,330,477.
13F-HR 0001372312-24-000005 filed by UNITED CAPITAL FINANCIAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).