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Disclosery

United Asset Strategies, Inc.: CTAS position timeline

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

United Asset Strategies, Inc. held 5,777 CTAS 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 5,777 shares
    Change vs previous 13F -129 shares

    0.07% of the 13F portfolio, value $982,559.

    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 5,906 shares
    Change vs previous 13F -42 shares

    0.08% of the 13F portfolio, value $998,930.

    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 5,948 shares
    Change vs previous 13F +377 shares

    0.09% of the 13F portfolio, value $1,118,611.

    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 5,571 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $1,143,452.

    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 5,571 shares
    Change vs previous 13F -225 shares

    0.11% of the 13F portfolio, value $1,241,650.

    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 5,796 shares
    Change vs previous 13F +696 shares

    0.11% of the 13F portfolio, value $1,191,230.

    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 5,100 shares
    Change vs previous 13F -4,906 shares

    0.09% of the 13F portfolio, value $931,712.

    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 10,006 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,060,117.

    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).