Skip to content
Disclosery

United Asset Strategies, Inc.: HD position timeline

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

United Asset Strategies, Inc. held 31,988 HD 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 31,988 shares
    Change vs previous 13F +573 shares

    0.8% of the 13F portfolio, value $11,281,400.

    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 31,415 shares
    Change vs previous 13F +821 shares

    0.82% of the 13F portfolio, value $10,332,123.

    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 30,594 shares
    Change vs previous 13F +827 shares

    0.81% of the 13F portfolio, value $10,527,616.

    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 29,767 shares
    Change vs previous 13F +332 shares

    0.97% of the 13F portfolio, value $12,061,339.

    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 29,435 shares
    Change vs previous 13F +183 shares

    0.92% of the 13F portfolio, value $10,791,892.

    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 29,252 shares
    Change vs previous 13F -2,131 shares

    1% of the 13F portfolio, value $10,720,624.

    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 31,383 shares
    Change vs previous 13F +122 shares

    1.12% of the 13F portfolio, value $12,207,665.

    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 31,261 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $12,666,975.

    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).