United Asset Strategies, Inc.: DHR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of United Asset Strategies, Inc. on DHR, newest first. How the timeline and the estimate are built.
United Asset Strategies, Inc. held 31,782 DHR shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 31,782 sharesChange vs previous 13F +743 shares
0.43% of the 13F portfolio, value $6,053,873.
13F-HR 0002085853-26-000695 filed by United Asset Strategies, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 31,039 sharesChange vs previous 13F +496 shares
0.47% of the 13F portfolio, value $5,885,001.
13F-HR 0002085853-26-000524 filed by United Asset Strategies, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 30,543 sharesChange vs previous 13F +9,953 shares
0.54% of the 13F portfolio, value $6,991,888.
13F-HR 0001193125-26-026726 filed by United Asset Strategies, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 20,590 sharesChange vs previous 13F -559 shares
0.33% of the 13F portfolio, value $4,082,147.
13F-HR 0001193125-25-248293 filed by United Asset Strategies, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 21,149 sharesChange vs previous 13F not available
0.36% of the 13F portfolio, value $4,177,750.
13F-HR 0000950123-25-007303 filed by United Asset Strategies, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).