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United Asset Strategies, Inc.: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of United Asset Strategies, Inc. on AAPL, newest first. How the timeline and the estimate are built.

United Asset Strategies, Inc. held 285,208 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 285,208 shares
    Change vs previous 13F +58,266 shares

    5.83% of the 13F portfolio, value $82,527,676.

    13F-HR 0002085853-26-000695 filed by United Asset Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 226,942 shares
    Change vs previous 13F -2,986 shares

    4.58% of the 13F portfolio, value $57,595,490.

    13F-HR 0002085853-26-000524 filed by United Asset Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 229,928 shares
    Change vs previous 13F +1,278 shares

    4.83% of the 13F portfolio, value $62,508,020.

    13F-HR 0001193125-26-026726 filed by United Asset Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 228,650 shares
    Change vs previous 13F +3,128 shares

    4.67% of the 13F portfolio, value $58,221,059.

    13F-HR 0001193125-25-248293 filed by United Asset Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 225,522 shares
    Change vs previous 13F +43,406 shares

    3.95% of the 13F portfolio, value $46,270,262.

    13F-HR 0000950123-25-007303 filed by United Asset Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 182,116 shares
    Change vs previous 13F +7,880 shares

    3.76% of the 13F portfolio, value $40,453,523.

    13F-HR 0000950123-25-005096 filed by United Asset Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 174,236 shares
    Change vs previous 13F -11,407 shares

    4% of the 13F portfolio, value $43,632,099.

    13F-HR 0000950123-25-000460 filed by United Asset Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 185,643 shares
    Change vs previous 13F not available

    4.03% of the 13F portfolio, value $43,254,873.

    13F-HR 0000950123-24-009949 filed by United Asset Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).