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Disclosery

United Asset Strategies, Inc.: AEP position timeline

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

United Asset Strategies, Inc. held 2,596 AEP 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 2,596 shares
    Change vs previous 13F +163 shares

    0.03% of the 13F portfolio, value $355,152.

    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 2,433 shares
    Change vs previous 13F -16 shares

    0.03% of the 13F portfolio, value $318,898.

    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 2,449 shares
    Change vs previous 13F -237 shares

    0.02% of the 13F portfolio, value $282,363.

    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 2,686 shares
    Change vs previous 13F +60 shares

    0.02% of the 13F portfolio, value $302,119.

    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 2,626 shares
    Change vs previous 13F +51 shares

    0.02% of the 13F portfolio, value $272,502.

    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 2,575 shares
    Change vs previous 13F -291 shares

    0.03% of the 13F portfolio, value $281,372.

    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 2,866 shares
    Change vs previous 13F -136 shares

    0.02% of the 13F portfolio, value $264,310.

    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 3,002 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $307,954.

    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).