UNITED CAPITAL FINANCIAL ADVISORS, LLC quarter change: USA Other Stocks, Added
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, UNITED CAPITAL FINANCIAL ADVISORS, LLC opened 0 positions, added to 0, reduced 1, sold out of 3 and left 1 unchanged. The largest increase in value was BERKSHIRE HATHAWAY INC DEL (+$245,680); the largest decrease was DUPONT DE NEMOURS INC (-$1,905,943).
Two Form 13F-HR filings compared (SEC CIK 1463217): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-17). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
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