United Capital Financial Partners, LLC

13F Filings History

Latest 13F report
Q3 2025 - Nov 14, 2025
Location
Irving, TX
Summary
This page shows a list of all the recent 13F filings made by United Capital Financial Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. UNITED CAPITAL FINANCIAL ADVISORS, LLC is reporting for United Capital Financial Partners, LLC.

UNITED CAPITAL FINANCIAL ADVISORS, LLC is reporting for United Capital Financial Partners, LLC:

Name Holdings Value Location File Number
United Capital Financial Advisors, Llc $13.9B Irving, TX 028-13508