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Disclosery

United Asset Strategies, Inc.: IWN position timeline

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

United Asset Strategies, Inc. held 38,516 IWN 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 38,516 shares
    Change vs previous 13F -155 shares

    0.6% of the 13F portfolio, value $8,519,671.

    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 38,671 shares
    Change vs previous 13F +56 shares

    0.58% of the 13F portfolio, value $7,331,660.

    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 38,615 shares
    Change vs previous 13F +424 shares

    0.54% of the 13F portfolio, value $6,997,509.

    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 38,191 shares
    Change vs previous 13F -530 shares

    0.54% of the 13F portfolio, value $6,752,564.

    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 38,721 shares
    Change vs previous 13F +11,699 shares

    0.52% of the 13F portfolio, value $6,108,682.

    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 27,022 shares
    Change vs previous 13F +803 shares

    0.38% of the 13F portfolio, value $4,079,740.

    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 26,219 shares
    Change vs previous 13F +535 shares

    0.4% of the 13F portfolio, value $4,304,300.

    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 25,684 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $4,284,553.

    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).