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Disclosery

United Asset Strategies, Inc.: AVGO position timeline

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

United Asset Strategies, Inc. held 83,581 AVGO 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 83,581 shares
    Change vs previous 13F +5,911 shares

    2.23% of the 13F portfolio, value $31,572,903.

    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 77,670 shares
    Change vs previous 13F +1,067 shares

    1.91% of the 13F portfolio, value $24,039,757.

    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 76,603 shares
    Change vs previous 13F +845 shares

    2.05% of the 13F portfolio, value $26,512,327.

    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 75,758 shares
    Change vs previous 13F -37,746 shares

    2% of the 13F portfolio, value $24,993,454.

    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 113,504 shares
    Change vs previous 13F +102,996 shares

    2.67% of the 13F portfolio, value $31,287,328.

    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 10,508 shares
    Change vs previous 13F -5,611 shares

    0.16% of the 13F portfolio, value $1,759,357.

    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 16,119 shares
    Change vs previous 13F +223 shares

    0.34% of the 13F portfolio, value $3,736,958.

    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 15,896 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,742,140.

    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).