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Disclosery

United Asset Strategies, Inc.: EW position timeline

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

United Asset Strategies, Inc. held 192,582 EW 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 192,582 shares
    Change vs previous 13F -1,282 shares

    1.23% of the 13F portfolio, value $17,420,968.

    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 193,864 shares
    Change vs previous 13F +2,119 shares

    1.24% of the 13F portfolio, value $15,524,629.

    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 191,745 shares
    Change vs previous 13F +2,434 shares

    1.26% of the 13F portfolio, value $16,346,261.

    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 189,311 shares
    Change vs previous 13F +2,692 shares

    1.18% of the 13F portfolio, value $14,722,716.

    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 186,619 shares
    Change vs previous 13F +1,048 shares

    1.25% of the 13F portfolio, value $14,595,472.

    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 185,571 shares
    Change vs previous 13F +17,412 shares

    1.25% of the 13F portfolio, value $13,450,186.

    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 168,159 shares
    Change vs previous 13F +8,242 shares

    1.14% of the 13F portfolio, value $12,448,811.

    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 159,917 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $10,552,923.

    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).