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Disclosery

United Asset Strategies, Inc.: C position timeline

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

United Asset Strategies, Inc. held 68,124 C 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 68,124 shares
    Change vs previous 13F -61,322 shares

    0.67% of the 13F portfolio, value $9,534,685.

    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 129,446 shares
    Change vs previous 13F +608 shares

    1.17% of the 13F portfolio, value $14,680,483.

    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 128,838 shares
    Change vs previous 13F -1,070 shares

    1.16% of the 13F portfolio, value $15,034,089.

    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 129,908 shares
    Change vs previous 13F -1,587 shares

    1.06% of the 13F portfolio, value $13,185,694.

    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 131,495 shares
    Change vs previous 13F +823 shares

    0.96% of the 13F portfolio, value $11,192,885.

    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 130,672 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $9,276,438.

    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).