Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001463217-26-000002
Filing Date
2026-05-15
Accepted
2026-05-15 14:43:52
Documents
2
Period of Report
2026-03-31
Effectiveness Date
2026-05-15

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2441
2 ucfa13fhr03312026v2.html INFORMATION TABLE  
2 ucfa13fhr03312026v2.xml INFORMATION TABLE 932913
  Complete submission text file 0001463217-26-000002.txt   936952
Mailing Address 125 E JOHN CARPENTER FRWY SUITE 1300 IRVING TX 75062
Business Address 125 E JOHN CARPENTER FRWY SUITE 1300 IRVING TX 75062 972-822-2055
UNITED CAPITAL FINANCIAL ADVISORS, LLC (Filer) CIK: 0001463217 (see all company filings)

EIN.: 270493248 | State of Incorp.: DE | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-13508 | Film No.: 26985901