Skip to content
Disclosery

United Asset Strategies, Inc.: O position timeline

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

United Asset Strategies, Inc. held 13,045 O 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 13,045 shares
    Change vs previous 13F -129,952 shares

    0.06% of the 13F portfolio, value $808,291.

    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 142,997 shares
    Change vs previous 13F +5,993 shares

    0.7% of the 13F portfolio, value $8,748,570.

    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 137,004 shares
    Change vs previous 13F +3,381 shares

    0.6% of the 13F portfolio, value $7,722,910.

    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 133,623 shares
    Change vs previous 13F +5,829 shares

    0.65% of the 13F portfolio, value $8,122,941.

    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 127,794 shares
    Change vs previous 13F +4,568 shares

    0.63% of the 13F portfolio, value $7,362,230.

    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 123,226 shares
    Change vs previous 13F +10,213 shares

    0.66% of the 13F portfolio, value $7,148,337.

    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 113,013 shares
    Change vs previous 13F +4,685 shares

    0.55% of the 13F portfolio, value $6,036,014.

    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 108,328 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $6,870,163.

    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).