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Disclosery

United Asset Strategies, Inc.: CPRT position timeline

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

United Asset Strategies, Inc. held 0 CPRT shares at 2025-12-31 per its 13F-HR filed 2026-01-28.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -23,861 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 23,861 shares
    Change vs previous 13F +262 shares

    0.09% of the 13F portfolio, value $1,073,029.

    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).

  3. period ended2025-06-30
    13F 23,599 shares
    Change vs previous 13F +388 shares

    0.1% of the 13F portfolio, value $1,158,003.

    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).

  4. period ended2025-03-31
    13F 23,211 shares
    Change vs previous 13F +1,398 shares

    0.12% of the 13F portfolio, value $1,313,510.

    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).

  5. period ended2024-12-31
    13F 21,813 shares
    Change vs previous 13F +1,143 shares

    0.11% of the 13F portfolio, value $1,251,848.

    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).

  6. period ended2024-09-30
    13F 20,670 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,083,108.

    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).