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United Capital Financial Advisors, LLC 

TX

  SEC # 1463217

        

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71  SEC Filings   from  5/11/09  to  2/14/24  (2 Months Ago)

List All Filings	or	Filer / Offerer   Owner / Insider   Issuer / Subject Company   Filing Agent
Most-Recent Filing:		‘13F-HR’ — Quarterly Holdings and Combination Report by a Money Manager — Form 13F — for 12/31/23 — Filed as:  Filer / Offerer
New-Filing E-Mail:			Send me notifications of all Filings involving  United Capital Financial Advisors, LLC

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Forms , Documents & Exhibits  in  69 Filings  Filed as:  Filer / Offerer  or  Owner / Insider

        

Latest Filing			Type		Category	Description		Documents
2/14/24			13F-HR		Ownership:		Quarterly Holdings and Combination Reports by Money Managers — Form 13F — Assets Under Management	68
2/14/13	OLD		SC 13G		Ownership:		Statement of Acquisition of Beneficial Ownership by a “Passive” Investor — Schedule 13G  OLD	1
					Form-Specific Documents:
2/14/24			INFO-TABLE		Portfolio Securities Holdings – Info Tables — Form 13F — Assets Under Management			48

History as a Money Manager:  Assets Under Management  ·  Related Money Managers

Forms , Documents & Exhibits  in  1 Filing  Filed re:  Issuer / Subject Company

        

        

        

Filings History

Year		# of Filings
2024		1
2023		5
2022		4
2021		4
2020		6
2019		4
2018		4
2017		4
2016		4
2015		5
2014		6
2013		5
2012		4
2011		5
2010		5
2009		5