United Asset Strategies, Inc.: MU position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of United Asset Strategies, Inc. on MU, newest first. How the timeline and the estimate are built.
United Asset Strategies, Inc. held 1,942 MU shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 1,942 sharesChange vs previous 13F -1,585 shares
0.16% of the 13F portfolio, value $2,242,009.
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 3,527 sharesChange vs previous 13F -5,618 shares
0.09% of the 13F portfolio, value $1,191,669.
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 9,145 sharesChange vs previous 13F +89 shares
0.2% of the 13F portfolio, value $2,610,158.
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 9,056 sharesChange vs previous 13F -166 shares
0.12% of the 13F portfolio, value $1,515,291.
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 9,222 sharesChange vs previous 13F -96,046 shares
0.1% of the 13F portfolio, value $1,136,632.
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 105,268 sharesChange vs previous 13F +97,487 shares
0.85% of the 13F portfolio, value $9,146,742.
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 7,781 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $654,850.
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).