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Disclosery

United Asset Strategies, Inc.: ETN position timeline

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

United Asset Strategies, Inc. held 32,660 ETN 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 32,660 shares
    Change vs previous 13F -311 shares

    0.98% of the 13F portfolio, value $13,916,925.

    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 32,971 shares
    Change vs previous 13F -7,580 shares

    0.94% of the 13F portfolio, value $11,792,902.

    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 40,551 shares
    Change vs previous 13F -1,275 shares

    1% of the 13F portfolio, value $12,915,991.

    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 41,826 shares
    Change vs previous 13F +484 shares

    1.26% of the 13F portfolio, value $15,653,433.

    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 41,342 shares
    Change vs previous 13F +4,754 shares

    1.26% of the 13F portfolio, value $14,758,681.

    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 36,588 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $9,945,769.

    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).