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Disclosery

United Asset Strategies, Inc.: ESML position timeline

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

United Asset Strategies, Inc. held 8,852 ESML 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 8,852 shares
    Change vs previous 13F +2,167 shares

    0.03% of the 13F portfolio, value $495,099.

    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 6,685 shares
    Change vs previous 13F +154 shares

    0.03% of the 13F portfolio, value $314,328.

    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 6,531 shares
    Change vs previous 13F -275 shares

    0.02% of the 13F portfolio, value $300,288.

    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 6,806 shares
    Change vs previous 13F +4 shares

    0.02% of the 13F portfolio, value $306,794.

    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 6,802 shares
    Change vs previous 13F +294 shares

    0.02% of the 13F portfolio, value $281,136.

    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 6,508 shares
    Change vs previous 13F +16 shares

    0.02% of the 13F portfolio, value $249,969.

    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 6,492 shares
    Change vs previous 13F -500 shares

    0.03% of the 13F portfolio, value $272,973.

    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 6,992 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $292,414.

    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).