United Asset Strategies, Inc.: MDT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of United Asset Strategies, Inc. on MDT, newest first. How the timeline and the estimate are built.
United Asset Strategies, Inc. held 9,121 MDT shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 9,121 sharesChange vs previous 13F +727 shares
0.05% of the 13F portfolio, value $713,515.
13F-HR 0002085853-26-000695 filed by United Asset Strategies, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 8,394 sharesChange vs previous 13F +714 shares
0.06% of the 13F portfolio, value $727,352.
13F-HR 0002085853-26-000524 filed by United Asset Strategies, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,680 sharesChange vs previous 13F +63 shares
0.06% of the 13F portfolio, value $737,731.
13F-HR 0001193125-26-026726 filed by United Asset Strategies, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,617 sharesChange vs previous 13F +44 shares
0.06% of the 13F portfolio, value $725,468.
13F-HR 0001193125-25-248293 filed by United Asset Strategies, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,573 sharesChange vs previous 13F -707 shares
0.06% of the 13F portfolio, value $660,102.
13F-HR 0000950123-25-007303 filed by United Asset Strategies, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 8,280 sharesChange vs previous 13F +66 shares
0.07% of the 13F portfolio, value $744,041.
13F-HR 0000950123-25-005096 filed by United Asset Strategies, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 8,214 sharesChange vs previous 13F -131 shares
0.06% of the 13F portfolio, value $656,168.
13F-HR 0000950123-25-000460 filed by United Asset Strategies, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 8,345 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $751,308.
13F-HR 0000950123-24-009949 filed by United Asset Strategies, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).