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Disclosery

United Asset Strategies, Inc.: FE position timeline

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

United Asset Strategies, Inc. held 37,710 FE 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 37,710 shares
    Change vs previous 13F -1,830 shares

    0.13% of the 13F portfolio, value $1,792,730.

    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 39,540 shares
    Change vs previous 13F -635 shares

    0.16% of the 13F portfolio, value $2,003,120.

    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 40,175 shares
    Change vs previous 13F +74 shares

    0.14% of the 13F portfolio, value $1,798,644.

    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 40,101 shares
    Change vs previous 13F -619 shares

    0.15% of the 13F portfolio, value $1,837,439.

    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 40,720 shares
    Change vs previous 13F -93 shares

    0.14% of the 13F portfolio, value $1,639,383.

    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 40,813 shares
    Change vs previous 13F -5,661 shares

    0.15% of the 13F portfolio, value $1,649,672.

    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 46,474 shares
    Change vs previous 13F +560 shares

    0.17% of the 13F portfolio, value $1,848,724.

    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 45,914 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,036,283.

    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).