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Disclosery

United Asset Strategies, Inc.: MCK position timeline

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

United Asset Strategies, Inc. held 11,435 MCK 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 11,435 shares
    Change vs previous 13F +108 shares

    0.61% of the 13F portfolio, value $8,640,201.

    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 11,327 shares
    Change vs previous 13F -4,022 shares

    0.78% of the 13F portfolio, value $9,801,647.

    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 15,349 shares
    Change vs previous 13F -217 shares

    0.97% of the 13F portfolio, value $12,590,146.

    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 15,566 shares
    Change vs previous 13F +164 shares

    0.96% of the 13F portfolio, value $12,025,542.

    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 15,402 shares
    Change vs previous 13F -1,704 shares

    0.96% of the 13F portfolio, value $11,286,226.

    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 17,106 shares
    Change vs previous 13F +260 shares

    1.07% of the 13F portfolio, value $11,512,200.

    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 16,846 shares
    Change vs previous 13F +592 shares

    0.88% of the 13F portfolio, value $9,600,693.

    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 16,254 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $8,036,230.

    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).