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Disclosery

United Asset Strategies, Inc.: FTNT position timeline

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

United Asset Strategies, Inc. held 13,843 FTNT 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 13,843 shares
    Change vs previous 13F -2,322 shares

    0.15% of the 13F portfolio, value $2,126,562.

    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 16,165 shares
    Change vs previous 13F -13,323 shares

    0.11% of the 13F portfolio, value $1,321,004.

    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 29,488 shares
    Change vs previous 13F +261 shares

    0.18% of the 13F portfolio, value $2,341,642.

    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 29,227 shares
    Change vs previous 13F -1,881 shares

    0.2% of the 13F portfolio, value $2,457,406.

    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 31,108 shares
    Change vs previous 13F +343 shares

    0.28% of the 13F portfolio, value $3,288,738.

    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 30,765 shares
    Change vs previous 13F -6,247 shares

    0.27% of the 13F portfolio, value $2,961,439.

    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 37,012 shares
    Change vs previous 13F +12 shares

    0.32% of the 13F portfolio, value $3,496,894.

    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 37,000 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,869,331.

    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).