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Disclosery

United Asset Strategies, Inc.: BAB position timeline

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

United Asset Strategies, Inc. held 29,555 BAB 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 29,555 shares
    Change vs previous 13F +8,858 shares

    0.06% of the 13F portfolio, value $793,259.

    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 20,697 shares
    Change vs previous 13F +492 shares

    0.04% of the 13F portfolio, value $557,984.

    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 20,205 shares
    Change vs previous 13F -2,034 shares

    0.04% of the 13F portfolio, value $549,582.

    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 22,239 shares
    Change vs previous 13F -91 shares

    0.05% of the 13F portfolio, value $606,906.

    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 22,330 shares
    Change vs previous 13F -48,445 shares

    0.05% of the 13F portfolio, value $592,406.

    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 70,775 shares
    Change vs previous 13F +810 shares

    0.18% of the 13F portfolio, value $1,888,288.

    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 69,965 shares
    Change vs previous 13F -11,283 shares

    0.17% of the 13F portfolio, value $1,829,581.

    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 81,248 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,240,009.

    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).