United Asset Strategies, Inc.: GWW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of United Asset Strategies, Inc. on GWW, newest first. How the timeline and the estimate are built.
United Asset Strategies, Inc. held 14,016 GWW shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 14,016 sharesChange vs previous 13F +106 shares
1.35% of the 13F portfolio, value $19,067,467.
13F-HR 0002085853-26-000695 filed by United Asset Strategies, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 13,910 sharesChange vs previous 13F +13,004 shares
1.21% of the 13F portfolio, value $15,173,167.
13F-HR 0002085853-26-000524 filed by United Asset Strategies, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 906 sharesChange vs previous 13F +13 shares
0.07% of the 13F portfolio, value $914,199.
13F-HR 0001193125-26-026726 filed by United Asset Strategies, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 893 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $850,993.
13F-HR 0001193125-25-248293 filed by United Asset Strategies, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).