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Disclosery

United Asset Strategies, Inc.: CI position timeline

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

United Asset Strategies, Inc. held 867 CI 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 867 shares
    Change vs previous 13F -43 shares

    0.02% of the 13F portfolio, value $239,066.

    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 910 shares
    Change vs previous 13F -138 shares

    0.02% of the 13F portfolio, value $242,743.

    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 1,048 shares
    Change vs previous 13F -83 shares

    0.02% of the 13F portfolio, value $288,394.

    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 1,131 shares
    Change vs previous 13F -42,106 shares

    0.03% of the 13F portfolio, value $326,088.

    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 43,237 shares
    Change vs previous 13F -4,495 shares

    1.22% of the 13F portfolio, value $14,293,282.

    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 47,732 shares
    Change vs previous 13F +2,808 shares

    1.46% of the 13F portfolio, value $15,703,869.

    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 44,924 shares
    Change vs previous 13F -3,221 shares

    1.14% of the 13F portfolio, value $12,405,393.

    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 48,145 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $16,679,184.

    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).