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Disclosery

United Asset Strategies, Inc.: CLX position timeline

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

United Asset Strategies, Inc. held 4,941 CLX 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 4,941 shares
    Change vs previous 13F -2,406 shares

    0.03% of the 13F portfolio, value $471,561.

    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 7,347 shares
    Change vs previous 13F +5,205 shares

    0.06% of the 13F portfolio, value $761,402.

    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 2,142 shares
    Change vs previous 13F -39,055 shares

    0.02% of the 13F portfolio, value $216,015.

    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 41,197 shares
    Change vs previous 13F -152 shares

    0.41% of the 13F portfolio, value $5,079,611.

    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 41,349 shares
    Change vs previous 13F +6,993 shares

    0.42% of the 13F portfolio, value $4,964,789.

    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 34,356 shares
    Change vs previous 13F +1,367 shares

    0.47% of the 13F portfolio, value $5,058,990.

    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 32,989 shares
    Change vs previous 13F +402 shares

    0.49% of the 13F portfolio, value $5,357,821.

    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 32,587 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $5,308,772.

    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).