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United Asset Strategies, Inc.: NOW position timeline

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

United Asset Strategies, Inc. held 144,686 NOW 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 144,686 shares
    Change vs previous 13F +18,630 shares

    1.02% of the 13F portfolio, value $14,364,396.

    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 126,056 shares
    Change vs previous 13F +8,484 shares

    1.05% of the 13F portfolio, value $13,179,123.

    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 117,572 shares
    Change vs previous 13F +94,478 shares

    1.39% of the 13F portfolio, value $18,010,809.

    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 23,094 shares
    Change vs previous 13F +50 shares

    1.7% of the 13F portfolio, value $21,252,669.

    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 23,044 shares
    Change vs previous 13F +13 shares

    2.02% of the 13F portfolio, value $23,690,766.

    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 23,031 shares
    Change vs previous 13F +708 shares

    1.7% of the 13F portfolio, value $18,335,661.

    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 22,323 shares
    Change vs previous 13F +110 shares

    2.17% of the 13F portfolio, value $23,665,482.

    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 22,213 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $19,867,442.

    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).