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Disclosery

United Asset Strategies, Inc.: DUK position timeline

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

United Asset Strategies, Inc. held 111,547 DUK 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 111,547 shares
    Change vs previous 13F +12 shares

    1% of the 13F portfolio, value $14,119,673.

    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 111,535 shares
    Change vs previous 13F +2,200 shares

    1.16% of the 13F portfolio, value $14,604,396.

    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 109,335 shares
    Change vs previous 13F +1,739 shares

    0.99% of the 13F portfolio, value $12,815,222.

    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 107,596 shares
    Change vs previous 13F +1,994 shares

    1.07% of the 13F portfolio, value $13,314,994.

    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 105,602 shares
    Change vs previous 13F +103,127 shares

    1.06% of the 13F portfolio, value $12,460,993.

    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 2,475 shares
    Change vs previous 13F -332 shares

    0.03% of the 13F portfolio, value $301,831.

    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 2,807 shares
    Change vs previous 13F -32 shares

    0.03% of the 13F portfolio, value $302,387.

    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 2,839 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $327,295.

    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).