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Disclosery

United Asset Strategies, Inc.: LPLA position timeline

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

United Asset Strategies, Inc. held 14,409 LPLA 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 14,409 shares
    Change vs previous 13F +642 shares

    0.29% of the 13F portfolio, value $4,058,844.

    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 13,767 shares
    Change vs previous 13F +564 shares

    0.33% of the 13F portfolio, value $4,141,629.

    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 13,203 shares
    Change vs previous 13F +2,482 shares

    0.36% of the 13F portfolio, value $4,715,812.

    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 10,721 shares
    Change vs previous 13F -128 shares

    0.29% of the 13F portfolio, value $3,566,844.

    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 10,849 shares
    Change vs previous 13F -178 shares

    0.35% of the 13F portfolio, value $4,068,117.

    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 11,027 shares
    Change vs previous 13F -184 shares

    0.33% of the 13F portfolio, value $3,607,418.

    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 11,211 shares
    Change vs previous 13F -25 shares

    0.34% of the 13F portfolio, value $3,660,534.

    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 11,236 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $2,613,846.

    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).