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Disclosery

United Asset Strategies, Inc.: BRK-B position timeline

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

United Asset Strategies, Inc. held 6,623 BRK-B 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 6,623 shares
    Change vs previous 13F +108 shares

    0.23% of the 13F portfolio, value $3,314,083.

    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 6,515 shares
    Change vs previous 13F +30 shares

    0.25% of the 13F portfolio, value $3,121,988.

    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 6,485 shares
    Change vs previous 13F +257 shares

    0.25% of the 13F portfolio, value $3,259,685.

    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 6,228 shares
    Change vs previous 13F +1,154 shares

    0.25% of the 13F portfolio, value $3,131,065.

    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 5,074 shares
    Change vs previous 13F -60 shares

    0.21% of the 13F portfolio, value $2,464,797.

    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 5,134 shares
    Change vs previous 13F -86 shares

    0.25% of the 13F portfolio, value $2,734,266.

    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 5,220 shares
    Change vs previous 13F -56 shares

    0.22% of the 13F portfolio, value $2,366,122.

    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 5,276 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,428,332.

    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).