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Disclosery

United Asset Strategies, Inc.: MRK position timeline

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

United Asset Strategies, Inc. held 143,654 MRK 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 143,654 shares
    Change vs previous 13F -66,781 shares

    1.3% of the 13F portfolio, value $18,459,565.

    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 210,435 shares
    Change vs previous 13F -6,760 shares

    2.01% of the 13F portfolio, value $25,313,181.

    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 217,195 shares
    Change vs previous 13F +26,930 shares

    1.76% of the 13F portfolio, value $22,862,008.

    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 190,265 shares
    Change vs previous 13F +21,765 shares

    1.28% of the 13F portfolio, value $15,968,971.

    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 168,500 shares
    Change vs previous 13F +55,611 shares

    1.14% of the 13F portfolio, value $13,338,449.

    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 112,889 shares
    Change vs previous 13F +16,712 shares

    0.94% of the 13F portfolio, value $10,132,938.

    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 96,177 shares
    Change vs previous 13F +381 shares

    0.88% of the 13F portfolio, value $9,567,717.

    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 95,796 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $10,878,614.

    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).