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Disclosery

United Asset Strategies, Inc.: CCI position timeline

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

United Asset Strategies, Inc. held 5,965 CCI 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 5,965 shares
    Change vs previous 13F +346 shares

    0.03% of the 13F portfolio, value $451,747.

    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 5,619 shares
    Change vs previous 13F +688 shares

    0.04% of the 13F portfolio, value $456,881.

    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 4,931 shares
    Change vs previous 13F +120 shares

    0.03% of the 13F portfolio, value $438,260.

    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 4,811 shares
    Change vs previous 13F +143 shares

    0.04% of the 13F portfolio, value $464,240.

    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 4,668 shares
    Change vs previous 13F -364 shares

    0.04% of the 13F portfolio, value $479,527.

    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 5,032 shares
    Change vs previous 13F +412 shares

    0.05% of the 13F portfolio, value $524,464.

    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 4,620 shares
    Change vs previous 13F -344 shares

    0.04% of the 13F portfolio, value $419,322.

    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 4,964 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $588,834.

    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).