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Disclosery

United Asset Strategies, Inc.: ITW position timeline

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

United Asset Strategies, Inc. held 10,051 ITW 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 10,051 shares
    Change vs previous 13F -222 shares

    0.19% of the 13F portfolio, value $2,718,448.

    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 10,273 shares
    Change vs previous 13F -42 shares

    0.21% of the 13F portfolio, value $2,673,943.

    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 10,315 shares
    Change vs previous 13F +289 shares

    0.2% of the 13F portfolio, value $2,540,542.

    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 10,026 shares
    Change vs previous 13F -7 shares

    0.21% of the 13F portfolio, value $2,614,478.

    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 10,033 shares
    Change vs previous 13F -101 shares

    0.21% of the 13F portfolio, value $2,480,626.

    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 10,134 shares
    Change vs previous 13F +510 shares

    0.23% of the 13F portfolio, value $2,513,417.

    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 9,624 shares
    Change vs previous 13F +434 shares

    0.22% of the 13F portfolio, value $2,440,266.

    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 9,190 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,408,390.

    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).