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Disclosery

United Asset Strategies, Inc.: CL position timeline

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

United Asset Strategies, Inc. held 131,816 CL 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 131,816 shares
    Change vs previous 13F +5,475 shares

    0.85% of the 13F portfolio, value $12,084,882.

    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 126,341 shares
    Change vs previous 13F +7,659 shares

    0.86% of the 13F portfolio, value $10,768,031.

    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 118,682 shares
    Change vs previous 13F -84 shares

    0.72% of the 13F portfolio, value $9,378,199.

    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 118,766 shares
    Change vs previous 13F +3,582 shares

    0.76% of the 13F portfolio, value $9,494,149.

    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 115,184 shares
    Change vs previous 13F -440 shares

    0.89% of the 13F portfolio, value $10,470,199.

    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 115,624 shares
    Change vs previous 13F +4,186 shares

    1.01% of the 13F portfolio, value $10,833,928.

    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 111,438 shares
    Change vs previous 13F +7,924 shares

    0.93% of the 13F portfolio, value $10,130,841.

    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 103,514 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $10,745,789.

    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).