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Disclosery

United Asset Strategies, Inc.: IEF position timeline

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

United Asset Strategies, Inc. held 17,951 IEF 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 17,951 shares
    Change vs previous 13F +594 shares

    0.12% of the 13F portfolio, value $1,697,580.

    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 17,357 shares
    Change vs previous 13F +2,645 shares

    0.13% of the 13F portfolio, value $1,656,535.

    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 14,712 shares
    Change vs previous 13F -2,425 shares

    0.11% of the 13F portfolio, value $1,414,743.

    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 17,137 shares
    Change vs previous 13F +1,034 shares

    0.13% of the 13F portfolio, value $1,652,991.

    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 16,103 shares
    Change vs previous 13F +2,009 shares

    0.13% of the 13F portfolio, value $1,542,177.

    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 14,094 shares
    Change vs previous 13F -1,458 shares

    0.12% of the 13F portfolio, value $1,344,180.

    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 15,552 shares
    Change vs previous 13F -176 shares

    0.13% of the 13F portfolio, value $1,437,750.

    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 15,728 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,543,203.

    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).