Skip to content
Disclosery

United Asset Strategies, Inc.: FIS position timeline

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

United Asset Strategies, Inc. held 0 FIS shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -12,626 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 12,626 shares
    Change vs previous 13F +97 shares

    0.09% of the 13F portfolio, value $942,934.

    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).

  3. period ended2024-12-31
    13F 12,529 shares
    Change vs previous 13F -41 shares

    0.09% of the 13F portfolio, value $1,011,946.

    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).

  4. period ended2024-09-30
    13F 12,570 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,052,721.

    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).