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Disclosery

United Asset Strategies, Inc.: NVDA position timeline

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

United Asset Strategies, Inc. held 423,723 NVDA 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 423,723 shares
    Change vs previous 13F +31,268 shares

    5.99% of the 13F portfolio, value $84,782,661.

    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 392,455 shares
    Change vs previous 13F +1,467 shares

    5.45% of the 13F portfolio, value $68,444,154.

    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 390,988 shares
    Change vs previous 13F -2,091 shares

    5.63% of the 13F portfolio, value $72,919,264.

    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 393,079 shares
    Change vs previous 13F +30,614 shares

    5.88% of the 13F portfolio, value $73,340,710.

    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 362,465 shares
    Change vs previous 13F +136 shares

    4.89% of the 13F portfolio, value $57,265,921.

    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 362,329 shares
    Change vs previous 13F +67,367 shares

    3.65% of the 13F portfolio, value $39,269,179.

    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 294,962 shares
    Change vs previous 13F +5,608 shares

    3.64% of the 13F portfolio, value $39,610,491.

    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 289,354 shares
    Change vs previous 13F not available

    3.27% of the 13F portfolio, value $35,139,104.

    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).