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Disclosery

United Asset Strategies, Inc.: META position timeline

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

United Asset Strategies, Inc. held 52,134 META 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 52,134 shares
    Change vs previous 13F +1,558 shares

    2.08% of the 13F portfolio, value $29,366,428.

    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 50,576 shares
    Change vs previous 13F +1,421 shares

    2.3% of the 13F portfolio, value $28,936,003.

    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 49,155 shares
    Change vs previous 13F +2,885 shares

    2.5% of the 13F portfolio, value $32,446,581.

    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 46,270 shares
    Change vs previous 13F -386 shares

    2.73% of the 13F portfolio, value $33,979,624.

    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 46,656 shares
    Change vs previous 13F -1,905 shares

    2.94% of the 13F portfolio, value $34,436,460.

    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 48,561 shares
    Change vs previous 13F +528 shares

    2.6% of the 13F portfolio, value $27,988,377.

    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 48,033 shares
    Change vs previous 13F +5 shares

    2.58% of the 13F portfolio, value $28,123,745.

    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 48,028 shares
    Change vs previous 13F not available

    2.56% of the 13F portfolio, value $27,493,147.

    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).