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Disclosery

United Asset Strategies, Inc.: ED position timeline

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

United Asset Strategies, Inc. held 5,884 ED 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 5,884 shares
    Change vs previous 13F -64 shares

    0.05% of the 13F portfolio, value $650,901.

    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 5,948 shares
    Change vs previous 13F -955 shares

    0.05% of the 13F portfolio, value $673,218.

    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 6,903 shares
    Change vs previous 13F -248 shares

    0.05% of the 13F portfolio, value $685,698.

    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 7,151 shares
    Change vs previous 13F -2,286 shares

    0.06% of the 13F portfolio, value $718,868.

    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 9,437 shares
    Change vs previous 13F -22 shares

    0.08% of the 13F portfolio, value $947,008.

    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 9,459 shares
    Change vs previous 13F +3,004 shares

    0.1% of the 13F portfolio, value $1,046,039.

    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 6,455 shares
    Change vs previous 13F -317 shares

    0.05% of the 13F portfolio, value $576,018.

    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 6,772 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $705,210.

    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).