Position in MMM
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$4,750,925
+$577,887 QoQ
Shares Held
29,343
+2.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#425
of 2,198 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MMM Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $27,800,749 across 5 Conglomerates names. MMM ranks #2 (17.1% of the industry book) .
All Filings in MMM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,750,925 | 29,343 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $4,173,038 | 28,734 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,497,209 | 28,090 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $3,658,834 | 23,578 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,332,076 | 21,887 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $3,226,807 | 21,972 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,730,769 | 21,154 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,106,917 | 22,728 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $2,199,537 | 21,524 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,810,324 | 26,495 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $3,081,840 | 28,191 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,770,077 | 40,270 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $4,277,046 | 42,732 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $4,881,202 | 46,439 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $10,629,833 | 88,641 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $10,941,267 | 99,016 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $14,610,512 | 112,901 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $17,359,705 | 116,602 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $66,225,630 | 372,829 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $65,053,787 | 370,846 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $72,709,109 | 366,053 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $69,594,098 | 361,190 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $60,374,744 | 345,413 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $54,962,417 | 343,129 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $51,501,805 | 330,161 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $38,777,441 | 284,063 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||