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United Asset Strategies, Inc.: MSFT position timeline

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

United Asset Strategies, Inc. held 130,692 MSFT 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 130,692 shares
    Change vs previous 13F +20,049 shares

    3.45% of the 13F portfolio, value $48,750,736.

    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 110,643 shares
    Change vs previous 13F +5,523 shares

    3.26% of the 13F portfolio, value $40,956,729.

    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 105,120 shares
    Change vs previous 13F +2,230 shares

    3.92% of the 13F portfolio, value $50,838,029.

    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 102,890 shares
    Change vs previous 13F -2,227 shares

    4.27% of the 13F portfolio, value $53,292,096.

    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 105,117 shares
    Change vs previous 13F +583 shares

    4.46% of the 13F portfolio, value $52,286,176.

    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 104,534 shares
    Change vs previous 13F +3,510 shares

    3.64% of the 13F portfolio, value $39,240,953.

    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 101,024 shares
    Change vs previous 13F +1,847 shares

    3.91% of the 13F portfolio, value $42,581,669.

    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 99,177 shares
    Change vs previous 13F not available

    3.97% of the 13F portfolio, value $42,675,928.

    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).