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UNITED CAPITAL FINANCIAL ADVISORS, LLC: EFAV position timeline

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

UNITED CAPITAL FINANCIAL ADVISORS, LLC held 39,508 EFAV 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 39,508 shares
    Change vs previous 13F -661 shares

    0.02% of the 13F portfolio, value $3,461,772.

    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 40,169 shares
    Change vs previous 13F -992 shares

    0.02% of the 13F portfolio, value $3,655,336.

    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 41,161 shares
    Change vs previous 13F -1,641 shares

    0.02% of the 13F portfolio, value $3,550,096.

    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 42,802 shares
    Change vs previous 13F -1,547 shares

    0.03% of the 13F portfolio, value $3,630,934.

    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 44,349 shares
    Change vs previous 13F -1,248 shares

    0.03% of the 13F portfolio, value $3,727,949.

    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 45,597 shares
    Change vs previous 13F -837 shares

    0.03% of the 13F portfolio, value $3,552,900.

    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 46,434 shares
    Change vs previous 13F -394 shares

    0.03% of the 13F portfolio, value $3,283,331.

    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 46,828 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,591,739.

    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).