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UNITED CAPITAL FINANCIAL ADVISORS, LLC DFS

Report date

3/31/2025

Quarter

2025 Q1

Filed

5/13/2025

Shares

14,946

Value ($000)

2,551

Weight

0.0%

2014 Q1 - 2025 Q1 (24 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2025 Q1	5/13/2025	2,551	0.0%	14,946	3/31/2025
2024 Q4	2/13/2025	2,470	0.0%	14,256	12/31/2024
2024 Q3	11/12/2024	1,968	0.0%	14,028	9/30/2024
2024 Q2	8/14/2024	1,850	0.0%	14,144	6/30/2024
2024 Q1	5/15/2024	2,039	0.0%	15,557	3/31/2024
2023 Q4	2/14/2024	1,789	0.0%	15,918	12/31/2023
2023 Q3	11/14/2023	602	0.0%	6,952	9/30/2023
2023 Q2	8/14/2023	1,028	0.0%	8,798	6/30/2023
2023 Q1	8/15/2023	844	0.0%	8,542	3/31/2023
2022 Q4	2/15/2023	833	0.0%	8,512	12/31/2022
2022 Q3	11/14/2022	739	0.0%	8,127	9/30/2022
2022 Q2	8/11/2022	822	0.0%	8,693	6/30/2022
2022 Q1	5/16/2022	763	0.0%	6,922	3/31/2022
2021 Q4	2/14/2022	970	0.0%	8,395	12/31/2021
2021 Q3	11/15/2021	1,054	0.0%	8,580	9/30/2021
2021 Q2	8/13/2021	1,068	0.0%	9,030	6/30/2021
2021 Q1	5/14/2021	825	0.0%	8,685	3/31/2021
2020 Q4	2/17/2021	841	0.0%	9,285	12/31/2020
2020 Q3	11/13/2020	593	0.0%	10,270	9/30/2020
2020 Q2	8/13/2020	515	0.0%	10,276	6/30/2020
2020 Q1	8/11/2020	410	0.0%	11,497	3/31/2020
2019 Q4	2/14/2020	1,908	0.0%	22,496	12/31/2019
2019 Q3	2/14/2020	1,518	0.0%	18,717	9/30/2019
2014 Q1	5/14/2014	582	0.0%	9,994	3/31/2014