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Disclosery

United Asset Strategies, Inc.: J position timeline

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

United Asset Strategies, Inc. held 20,425 J 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 20,425 shares
    Change vs previous 13F +538 shares

    0.18% of the 13F portfolio, value $2,573,562.

    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 19,887 shares
    Change vs previous 13F +559 shares

    0.2% of the 13F portfolio, value $2,531,255.

    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 19,328 shares
    Change vs previous 13F +652 shares

    0.2% of the 13F portfolio, value $2,560,124.

    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 18,676 shares
    Change vs previous 13F -223 shares

    0.22% of the 13F portfolio, value $2,798,766.

    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 18,899 shares
    Change vs previous 13F -391 shares

    0.21% of the 13F portfolio, value $2,484,294.

    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 19,290 shares
    Change vs previous 13F -15,212 shares

    0.22% of the 13F portfolio, value $2,332,026.

    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 34,502 shares
    Change vs previous 13F +5,728 shares

    0.42% of the 13F portfolio, value $4,610,180.

    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 28,774 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $3,766,533.

    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).