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Disclosery

United Asset Strategies, Inc.: AIG position timeline

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

United Asset Strategies, Inc. held 137,664 AIG 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 137,664 shares
    Change vs previous 13F +3,357 shares

    0.73% of the 13F portfolio, value $10,260,083.

    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 134,307 shares
    Change vs previous 13F +4,375 shares

    0.8% of the 13F portfolio, value $10,106,622.

    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 129,932 shares
    Change vs previous 13F +3,197 shares

    0.86% of the 13F portfolio, value $11,115,703.

    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 126,735 shares
    Change vs previous 13F +2,297 shares

    0.8% of the 13F portfolio, value $9,953,740.

    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 124,438 shares
    Change vs previous 13F +14,991 shares

    0.91% of the 13F portfolio, value $10,650,658.

    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 109,447 shares
    Change vs previous 13F +431 shares

    0.88% of the 13F portfolio, value $9,515,291.

    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 109,016 shares
    Change vs previous 13F -22,374 shares

    0.73% of the 13F portfolio, value $7,936,339.

    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 131,390 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $9,621,713.

    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).