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UNITED CAPITAL FINANCIAL ADVISORS, LLC: XLU position timeline

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

UNITED CAPITAL FINANCIAL ADVISORS, LLC held 82,318 XLU 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 82,318 shares
    Change vs previous 13F +7,504 shares

    0.02% of the 13F portfolio, value $3,732,585.

    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 74,814 shares
    Change vs previous 13F +1,201 shares

    0.02% of the 13F portfolio, value $3,432,717.

    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 73,613 shares
    Change vs previous 13F +52,797 shares

    0.02% of the 13F portfolio, value $3,142,544.

    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 20,816 shares
    Change vs previous 13F -500 shares

    0.01% of the 13F portfolio, value $1,815,394.

    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 21,316 shares
    Change vs previous 13F -443 shares

    0.01% of the 13F portfolio, value $1,740,695.

    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 21,759 shares
    Change vs previous 13F +3,736 shares

    0.01% of the 13F portfolio, value $1,715,679.

    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 18,023 shares
    Change vs previous 13F -3,124 shares

    0.01% of the 13F portfolio, value $1,364,157.

    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 21,147 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,708,246.

    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).