UNITED CAPITAL FINANCIAL ADVISERS, LLC

All 13F Filings

Most recent 13F
Q1 2022
Location
Newport Beach, CA
CIK
0001463217
All SEC filings
View on sec.gov
Filing ID Quarter Holdings Value ($000) Form Type Date Filed Name
000146321722000003 Q1 2022 1,160 20,580,751 13F-HR 5/16/2022 UNITED CAPITAL FINANCIAL ADVISERS, LLC
000146321722000001 Q4 2021 1,199 21,715,747 13F-HR 2/14/2022 UNITED CAPITAL FINANCIAL ADVISERS, LLC
000146321721000005 Q3 2021 1,196 20,006,783 13F-HR 11/15/2021 UNITED CAPITAL FINANCIAL ADVISERS, LLC
000146321721000004 Q2 2021 1,214 19,854,134 13F-HR 8/13/2021 UNITED CAPITAL FINANCIAL ADVISERS, LLC
000146321721000003 Q1 2021 1,181 18,071,512 13F-HR 5/14/2021 UNITED CAPITAL FINANCIAL ADVISERS, LLC
000146321721000001 Q4 2020 1,188 16,596,670 13F-HR 2/17/2021 UNITED CAPITAL FINANCIAL ADVISERS, LLC
000146321720000005 Q3 2020 1,153 15,324,167 13F-HR 11/13/2020 UNITED CAPITAL FINANCIAL ADVISERS, LLC
000146321720000004 Q2 2020 1,186 13,748,835 13F-HR 8/13/2020 UNITED CAPITAL FINANCIAL ADVISERS, LLC
000146321720000003 Q1 2020 1,182 12,104,053 RESTATEMENT 8/11/2020 UNITED CAPITAL FINANCIAL ADVISERS, LLC
000146321720000002 Q1 2020 1,182 12,104,053 13F-HR 5/15/2020 UNITED CAPITAL FINANCIAL ADVISERS, LLC
000146321720000001 Q4 2019 1,367 15,500,435 13F-HR 2/14/2020 UNITED CAPITAL FINANCIAL ADVISERS, LLC
000137231220000002 Q3 2019 1,308 14,298,927 RESTATEMENT 2/14/2020 UNITED CAPITAL FINANCIAL ADVISERS, LLC
000137231219000005 Q3 2019 1,077 14,187,520 13F-HR 11/14/2019 UNITED CAPITAL FINANCIAL ADVISERS, LLC
000137231219000004 Q2 2019 1,461 15,296,537 13F-HR 8/13/2019 UNITED CAPITAL FINANCIAL ADVISERS, LLC
000146321719000004 Q1 2019 1,350 14,224,668 13F-HR 5/14/2019 UNITED CAPITAL FINANCIAL ADVISERS, LLC
000146321719000001 Q4 2018 1,281 12,587,478 13F-HR 2/14/2019 UNITED CAPITAL FINANCIAL ADVISERS, LLC
000146321718000006 Q3 2018 1,326 14,226,826 13F-HR 11/14/2018 UNITED CAPITAL FINANCIAL ADVISERS, LLC
000146321718000004 Q2 2018 1,302 13,414,941 13F-HR 8/14/2018 UNITED CAPITAL FINANCIAL ADVISERS, LLC
000146321718000003 Q1 2018 1,307 13,114,744 13F-HR 5/15/2018 UNITED CAPITAL FINANCIAL ADVISERS, LLC
000146321718000001 Q4 2017 1,307 12,666,605 13F-HR 2/13/2018 UNITED CAPITAL FINANCIAL ADVISERS, LLC
000146321717000005 Q3 2017 1,307 11,792,004 13F-HR 11/14/2017 UNITED CAPITAL FINANCIAL ADVISERS, LLC
000146321717000004 Q2 2017 1,270 11,168,009 13F-HR 8/14/2017 UNITED CAPITAL FINANCIAL ADVISERS, LLC
000146321717000003 Q1 2017 1,237 10,731,978 13F-HR 5/12/2017 UNITED CAPITAL FINANCIAL ADVISERS, LLC
000146321717000002 Q4 2016 1,250 10,296,580 13F-HR 2/15/2017 UNITED CAPITAL FINANCIAL ADVISERS, LLC
000146321716000014 Q3 2016 1,256 10,298,245 13F-HR 11/14/2016 UNITED CAPITAL FINANCIAL ADVISERS, LLC
000146321716000013 Q2 2016 1,248 9,817,429 13F-HR 8/15/2016 UNITED CAPITAL FINANCIAL ADVISERS, LLC
000146321716000012 Q1 2016 1,213 9,068,802 13F-HR 5/11/2016 UNITED CAPITAL FINANCIAL ADVISERS, LLC
000137231216000009 Q4 2015 1,204 8,689,166 13F-HR 2/11/2016 UNITED CAPITAL FINANCIAL ADVISERS, LLC
000146321715000009 Q3 2015 1,239 8,328,516 13F-HR 11/13/2015 UNITED CAPITAL FINANCIAL ADVISERS, LLC
000137231215000004 Q2 2015 1,250 8,636,362 13F-HR 8/11/2015 UNITED CAPITAL FINANCIAL ADVISERS, LLC
000146321715000008 Q1 2015 1,236 8,181,737 13F-HR 5/14/2015 UNITED CAPITAL FINANCIAL ADVISERS, LLC
000146321715000006 Q4 2014 1,148 6,678,785 NEW HOLDINGS 3/18/2015 UNITED CAPITAL FINANCIAL ADVISERS, LLC
000146321715000005 Q4 2014 1,142 6,634,578 13F-HR 2/13/2015 UNITED CAPITAL FINANCIAL ADVISERS, LLC
000146321714000015 Q3 2014 1,098 5,758,660 13F-HR 11/13/2014 UNITED CAPITAL FINANCIAL ADVISERS, LLC
000146321714000013 Q2 2014 778 5,389,959 13F-HR 8/13/2014 UNITED CAPITAL FINANCIAL ADVISERS, LLC
000146321714000009 Q1 2014 925 4,693,528 13F-HR 5/14/2014 UNITED CAPITAL FINANCIAL ADVISERS, LLC
000146321714000005 Q4 2013 637 2,938,140 RESTATEMENT 2/20/2014 UNITED CAPITAL FINANCIAL ADVISERS, LLC
000146321714000003 Q4 2013 637 2,938,140 13F-HR 2/13/2014 UNITED CAPITAL FINANCIAL ADVISERS, LLC