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UNITED CAPITAL FINANCIAL ADVISORS, LLC: ALLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of UNITED CAPITAL FINANCIAL ADVISORS, LLC on ALLE, newest first. How the timeline and the estimate are built.

UNITED CAPITAL FINANCIAL ADVISORS, LLC held 2,546 ALLE shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,546 shares
    Change vs previous 13F -1,253 shares

    <0.01% of the 13F portfolio, value $357,688.

    13F-HR 0001463217-26-000004 filed by UNITED CAPITAL FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,799 shares
    Change vs previous 13F +1,410 shares

    <0.01% of the 13F portfolio, value $551,957.

    13F-HR 0001463217-26-000002 filed by UNITED CAPITAL FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,389 shares
    Change vs previous 13F +524 shares

    <0.01% of the 13F portfolio, value $380,377.

    13F-HR 0001463217-26-000001 filed by UNITED CAPITAL FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,865 shares
    Change vs previous 13F +175 shares

    <0.01% of the 13F portfolio, value $330,758.

    13F-HR 0001463217-25-000012 filed by UNITED CAPITAL FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,690 shares
    Change vs previous 13F -70 shares

    <0.01% of the 13F portfolio, value $243,563.

    13F-HR 0001372312-25-000005 filed by UNITED CAPITAL FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,760 shares
    Change vs previous 13F -263 shares

    <0.01% of the 13F portfolio, value $229,610.

    13F-HR 0001463217-25-000003 filed by UNITED CAPITAL FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,023 shares
    Change vs previous 13F +387 shares

    <0.01% of the 13F portfolio, value $264,366.

    13F-HR 0001463217-25-000001 filed by UNITED CAPITAL FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,636 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $238,431.

    13F-HR 0001372312-24-000005 filed by UNITED CAPITAL FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).