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Disclosery

United Asset Strategies, Inc.: MBS position timeline

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

United Asset Strategies, Inc. held 114,274 MBS 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 114,274 shares
    Change vs previous 13F +448 shares

    0.07% of the 13F portfolio, value $986,189.

    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 113,826 shares
    Change vs previous 13F -30,796 shares

    0.08% of the 13F portfolio, value $985,733.

    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 144,622 shares
    Change vs previous 13F +45,033 shares

    0.1% of the 13F portfolio, value $1,264,725.

    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 99,589 shares
    Change vs previous 13F +5,839 shares

    0.07% of the 13F portfolio, value $868,915.

    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 93,750 shares
    Change vs previous 13F -2,710 shares

    0.07% of the 13F portfolio, value $809,529.

    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 96,460 shares
    Change vs previous 13F +477 shares

    0.08% of the 13F portfolio, value $837,277.

    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 95,983 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $818,734.

    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).