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UNITED CAPITAL FINANCIAL ADVISORS, LLC: ESGE position timeline

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

UNITED CAPITAL FINANCIAL ADVISORS, LLC held 37,773 ESGE 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 37,773 shares
    Change vs previous 13F -14,980 shares

    0.01% of the 13F portfolio, value $2,065,626.

    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 52,753 shares
    Change vs previous 13F -5,729 shares

    0.01% of the 13F portfolio, value $2,398,682.

    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 58,482 shares
    Change vs previous 13F +12,288 shares

    0.02% of the 13F portfolio, value $2,583,146.

    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 46,194 shares
    Change vs previous 13F -97 shares

    0.01% of the 13F portfolio, value $2,005,739.

    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 46,291 shares
    Change vs previous 13F -3,370 shares

    0.01% of the 13F portfolio, value $1,813,236.

    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 49,661 shares
    Change vs previous 13F -4,865 shares

    0.01% of the 13F portfolio, value $1,735,646.

    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 54,526 shares
    Change vs previous 13F -1,055 shares

    0.02% of the 13F portfolio, value $1,820,632.

    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 55,581 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,023,719.

    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).