UNITED CAPITAL FINANCIAL ADVISORS, LLC: EUSB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of UNITED CAPITAL FINANCIAL ADVISORS, LLC on EUSB, newest first. How the timeline and the estimate are built.
UNITED CAPITAL FINANCIAL ADVISORS, LLC held 24,237 EUSB shares at 2026-06-30 per its 13F-HR filed 2026-08-17.
the latest 13F is the newest step
- period ended2026-06-3013F 24,237 sharesChange vs previous 13F -7,758 shares
0.01% of the 13F portfolio, value $1,052,731.
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 31,995 sharesChange vs previous 13F +611 shares
0.01% of the 13F portfolio, value $1,392,596.
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 31,384 sharesChange vs previous 13F +99 shares
0.01% of the 13F portfolio, value $1,378,053.
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 31,285 sharesChange vs previous 13F -10,795 shares
0.01% of the 13F portfolio, value $1,374,035.
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 42,080 sharesChange vs previous 13F +4,091 shares
0.01% of the 13F portfolio, value $1,832,569.
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 37,989 sharesChange vs previous 13F +1,544 shares
0.01% of the 13F portfolio, value $1,645,679.
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 36,445 sharesChange vs previous 13F -10,660 shares
0.01% of the 13F portfolio, value $1,548,163.
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 47,105 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $2,086,745.
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).