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Disclosery

United Asset Strategies, Inc.: KO position timeline

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

United Asset Strategies, Inc. held 22,186 KO 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 22,186 shares
    Change vs previous 13F +517 shares

    0.13% of the 13F portfolio, value $1,803,061.

    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 21,669 shares
    Change vs previous 13F +199 shares

    0.13% of the 13F portfolio, value $1,647,907.

    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 21,470 shares
    Change vs previous 13F +848 shares

    0.12% of the 13F portfolio, value $1,500,991.

    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 20,622 shares
    Change vs previous 13F +39 shares

    0.11% of the 13F portfolio, value $1,367,640.

    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 20,583 shares
    Change vs previous 13F -1,665 shares

    0.12% of the 13F portfolio, value $1,456,257.

    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 22,248 shares
    Change vs previous 13F -18,618 shares

    0.15% of the 13F portfolio, value $1,593,401.

    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 40,866 shares
    Change vs previous 13F +2,863 shares

    0.23% of the 13F portfolio, value $2,544,295.

    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 38,003 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $2,730,927.

    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).