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Disclosery

United Asset Strategies, Inc.: EFV position timeline

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

United Asset Strategies, Inc. held 77,750 EFV 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 77,750 shares
    Change vs previous 13F -207 shares

    0.42% of the 13F portfolio, value $5,951,793.

    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 77,957 shares
    Change vs previous 13F -106 shares

    0.46% of the 13F portfolio, value $5,796,121.

    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 78,063 shares
    Change vs previous 13F +1,525 shares

    0.43% of the 13F portfolio, value $5,574,496.

    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 76,538 shares
    Change vs previous 13F -1,215 shares

    0.42% of the 13F portfolio, value $5,191,572.

    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 77,753 shares
    Change vs previous 13F -1,398 shares

    0.42% of the 13F portfolio, value $4,935,735.

    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 79,151 shares
    Change vs previous 13F +40,779 shares

    0.43% of the 13F portfolio, value $4,665,161.

    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 38,372 shares
    Change vs previous 13F +736 shares

    0.18% of the 13F portfolio, value $2,013,380.

    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 37,636 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,165,182.

    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).