United Asset Strategies, Inc.: NDSN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of United Asset Strategies, Inc. on NDSN, newest first. How the timeline and the estimate are built.
United Asset Strategies, Inc. held 3,235 NDSN shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 3,235 sharesChange vs previous 13F +52 shares
0.07% of the 13F portfolio, value $975,994.
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 3,183 sharesChange vs previous 13F +174 shares
0.07% of the 13F portfolio, value $846,855.
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 3,009 sharesChange vs previous 13F +67 shares
0.06% of the 13F portfolio, value $723,446.
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 2,942 sharesChange vs previous 13F +90 shares
0.05% of the 13F portfolio, value $667,680.
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 2,852 sharesChange vs previous 13F -184 shares
0.05% of the 13F portfolio, value $611,365.
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 3,036 sharesChange vs previous 13F +106 shares
0.06% of the 13F portfolio, value $612,364.
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 2,930 sharesChange vs previous 13F +119 shares
0.06% of the 13F portfolio, value $612,973.
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 2,811 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $738,127.
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).