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Disclosery

United Asset Strategies, Inc.: CB position timeline

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

United Asset Strategies, Inc. held 3,002 CB 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 3,002 shares
    Change vs previous 13F +61 shares

    0.07% of the 13F portfolio, value $1,022,775.

    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 2,941 shares
    Change vs previous 13F +169 shares

    0.08% of the 13F portfolio, value $958,508.

    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 2,772 shares
    Change vs previous 13F -28 shares

    0.07% of the 13F portfolio, value $865,257.

    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 2,800 shares
    Change vs previous 13F +13 shares

    0.06% of the 13F portfolio, value $790,351.

    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 2,787 shares
    Change vs previous 13F -251 shares

    0.07% of the 13F portfolio, value $807,321.

    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 3,038 shares
    Change vs previous 13F -41 shares

    0.09% of the 13F portfolio, value $917,316.

    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 3,079 shares
    Change vs previous 13F +40 shares

    0.08% of the 13F portfolio, value $850,601.

    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 3,039 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $876,303.

    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).