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Disclosery

United Asset Strategies, Inc.: ACN position timeline

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

United Asset Strategies, Inc. held 4,261 ACN 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 4,261 shares
    Change vs previous 13F -1,998 shares

    0.04% of the 13F portfolio, value $530,272.

    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 6,259 shares
    Change vs previous 13F -154 shares

    0.1% of the 13F portfolio, value $1,241,149.

    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 6,413 shares
    Change vs previous 13F +1,816 shares

    0.13% of the 13F portfolio, value $1,720,678.

    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 4,597 shares
    Change vs previous 13F -65 shares

    0.09% of the 13F portfolio, value $1,133,685.

    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 4,662 shares
    Change vs previous 13F +90 shares

    0.12% of the 13F portfolio, value $1,393,504.

    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 4,572 shares
    Change vs previous 13F +327 shares

    0.13% of the 13F portfolio, value $1,426,729.

    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 4,245 shares
    Change vs previous 13F +233 shares

    0.14% of the 13F portfolio, value $1,493,441.

    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 4,012 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,418,255.

    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).