UNITED CAPITAL FINANCIAL ADVISORS, LLC: COR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of UNITED CAPITAL FINANCIAL ADVISORS, LLC on COR, newest first. How the timeline and the estimate are built.
UNITED CAPITAL FINANCIAL ADVISORS, LLC held 8,387 COR shares at 2026-06-30 per its 13F-HR filed 2026-08-17.
the latest 13F is the newest step
- period ended2026-06-3013F 8,387 sharesChange vs previous 13F -493 shares
0.01% of the 13F portfolio, value $2,373,457.
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 8,880 sharesChange vs previous 13F +1,612 shares
0.02% of the 13F portfolio, value $2,789,680.
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 7,268 sharesChange vs previous 13F +576 shares
0.01% of the 13F portfolio, value $2,454,890.
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 6,692 sharesChange vs previous 13F +10 shares
0.02% of the 13F portfolio, value $2,091,565.
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 6,682 sharesChange vs previous 13F +303 shares
0.02% of the 13F portfolio, value $2,003,707.
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 6,379 sharesChange vs previous 13F +479 shares
0.02% of the 13F portfolio, value $1,774,038.
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 5,900 sharesChange vs previous 13F -2,153 shares
0.01% of the 13F portfolio, value $1,325,674.
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 8,053 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $1,812,649.
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).