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Disclosery

United Asset Strategies, Inc.: AGZ position timeline

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

United Asset Strategies, Inc. held 3,268 AGZ 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 3,268 shares
    Change vs previous 13F +202 shares

    0.03% of the 13F portfolio, value $357,116.

    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 3,066 shares
    Change vs previous 13F +29 shares

    0.03% of the 13F portfolio, value $336,419.

    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 3,037 shares
    Change vs previous 13F -304 shares

    0.03% of the 13F portfolio, value $334,877.

    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 3,341 shares
    Change vs previous 13F +10 shares

    0.03% of the 13F portfolio, value $368,781.

    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 3,331 shares
    Change vs previous 13F -1,093 shares

    0.03% of the 13F portfolio, value $365,382.

    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 4,424 shares
    Change vs previous 13F -2,437 shares

    0.04% of the 13F portfolio, value $484,131.

    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 6,861 shares
    Change vs previous 13F -4,009 shares

    0.07% of the 13F portfolio, value $740,727.

    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 10,870 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,200,048.

    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).