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Disclosery

United Asset Strategies, Inc.: DE position timeline

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

United Asset Strategies, Inc. held 11,052 DE 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 11,052 shares
    Change vs previous 13F +72 shares

    0.5% of the 13F portfolio, value $7,010,794.

    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 10,980 shares
    Change vs previous 13F +262 shares

    0.49% of the 13F portfolio, value $6,185,147.

    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 10,718 shares
    Change vs previous 13F +3,592 shares

    0.39% of the 13F portfolio, value $4,990,035.

    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 7,126 shares
    Change vs previous 13F +29 shares

    0.26% of the 13F portfolio, value $3,258,461.

    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 7,097 shares
    Change vs previous 13F +1,780 shares

    0.31% of the 13F portfolio, value $3,608,754.

    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 5,317 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,495,534.

    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).