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Disclosery

United Asset Strategies, Inc.: MCD position timeline

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

United Asset Strategies, Inc. held 12,139 MCD 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 12,139 shares
    Change vs previous 13F +182 shares

    0.23% of the 13F portfolio, value $3,281,426.

    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 11,957 shares
    Change vs previous 13F +549 shares

    0.3% of the 13F portfolio, value $3,716,023.

    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 11,408 shares
    Change vs previous 13F +3,300 shares

    0.27% of the 13F portfolio, value $3,486,622.

    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 8,108 shares
    Change vs previous 13F -62 shares

    0.2% of the 13F portfolio, value $2,464,018.

    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 8,170 shares
    Change vs previous 13F +19 shares

    0.2% of the 13F portfolio, value $2,386,894.

    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 8,151 shares
    Change vs previous 13F -777 shares

    0.24% of the 13F portfolio, value $2,546,009.

    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 8,928 shares
    Change vs previous 13F +81 shares

    0.24% of the 13F portfolio, value $2,588,127.

    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 8,847 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $2,694,100.

    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).