UNITED CAPITAL FINANCIAL ADVISORS, LLC: HAL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of UNITED CAPITAL FINANCIAL ADVISORS, LLC on HAL, newest first. How the timeline and the estimate are built.
UNITED CAPITAL FINANCIAL ADVISORS, LLC held 66,243 HAL shares at 2026-06-30 per its 13F-HR filed 2026-08-17.
the latest 13F is the newest step
- period ended2026-06-3013F 66,243 sharesChange vs previous 13F -50 shares
0.01% of the 13F portfolio, value $2,248,952.
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 66,293 sharesChange vs previous 13F +3,754 shares
0.02% of the 13F portfolio, value $2,584,778.
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 62,539 sharesChange vs previous 13F +3,674 shares
0.01% of the 13F portfolio, value $1,767,351.
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 58,865 sharesChange vs previous 13F +4,769 shares
0.01% of the 13F portfolio, value $1,448,076.
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 54,096 sharesChange vs previous 13F +17,842 shares
0.01% of the 13F portfolio, value $1,102,482.
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 36,254 sharesChange vs previous 13F -662 shares
0.01% of the 13F portfolio, value $919,776.
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 36,916 sharesChange vs previous 13F -2,256 shares
0.01% of the 13F portfolio, value $1,003,744.
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 39,172 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $1,137,942.
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).