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Disclosery

United Asset Strategies, Inc.: DASH position timeline

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

United Asset Strategies, Inc. held 4,376 DASH 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 4,376 shares
    Change vs previous 13F +53 shares

    0.06% of the 13F portfolio, value $807,537.

    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 4,323 shares
    Change vs previous 13F +149 shares

    0.05% of the 13F portfolio, value $649,126.

    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 4,174 shares
    Change vs previous 13F +215 shares

    0.07% of the 13F portfolio, value $945,369.

    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 3,959 shares
    Change vs previous 13F -2,644 shares

    0.09% of the 13F portfolio, value $1,076,858.

    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 6,603 shares
    Change vs previous 13F -1,183 shares

    0.14% of the 13F portfolio, value $1,627,750.

    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 7,786 shares
    Change vs previous 13F +295 shares

    0.13% of the 13F portfolio, value $1,423,080.

    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 7,491 shares
    Change vs previous 13F -157 shares

    0.12% of the 13F portfolio, value $1,256,615.

    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 7,648 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,091,599.

    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).