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Disclosery

United Asset Strategies, Inc.: DIS position timeline

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

United Asset Strategies, Inc. held 69,436 DIS 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 69,436 shares
    Change vs previous 13F +1,118 shares

    0.47% of the 13F portfolio, value $6,683,239.

    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 68,318 shares
    Change vs previous 13F +2,086 shares

    0.52% of the 13F portfolio, value $6,584,474.

    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 66,232 shares
    Change vs previous 13F +1,696 shares

    0.58% of the 13F portfolio, value $7,535,140.

    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 64,536 shares
    Change vs previous 13F +852 shares

    0.59% of the 13F portfolio, value $7,389,350.

    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 63,684 shares
    Change vs previous 13F +725 shares

    0.67% of the 13F portfolio, value $7,897,470.

    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 62,959 shares
    Change vs previous 13F +2,166 shares

    0.58% of the 13F portfolio, value $6,214,042.

    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 60,793 shares
    Change vs previous 13F +507 shares

    0.62% of the 13F portfolio, value $6,769,311.

    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 60,286 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $5,798,920.

    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).