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United Asset Strategies, Inc.: MA position timeline

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

United Asset Strategies, Inc. held 42,976 MA 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 42,976 shares
    Change vs previous 13F +879 shares

    1.56% of the 13F portfolio, value $22,072,427.

    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 42,097 shares
    Change vs previous 13F +613 shares

    1.67% of the 13F portfolio, value $21,033,953.

    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 41,484 shares
    Change vs previous 13F +651 shares

    1.83% of the 13F portfolio, value $23,682,509.

    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 40,833 shares
    Change vs previous 13F +30 shares

    1.86% of the 13F portfolio, value $23,225,961.

    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 40,803 shares
    Change vs previous 13F +1,505 shares

    1.96% of the 13F portfolio, value $22,929,027.

    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 39,298 shares
    Change vs previous 13F +1,065 shares

    2% of the 13F portfolio, value $21,540,062.

    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 38,233 shares
    Change vs previous 13F +624 shares

    1.85% of the 13F portfolio, value $20,132,089.

    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 37,609 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $18,571,511.

    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).