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Disclosery

United Asset Strategies, Inc.: OZ position timeline

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

United Asset Strategies, Inc. held 88,722 OZ 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 88,722 shares
    Change vs previous 13F -632 shares

    0.28% of the 13F portfolio, value $4,018,219.

    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 89,354 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $4,753,633.

    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 89,354 shares
    Change vs previous 13F +3,935 shares

    0.45% of the 13F portfolio, value $5,810,691.

    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 85,419 shares
    Change vs previous 13F -399 shares

    0.44% of the 13F portfolio, value $5,466,816.

    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 85,818 shares
    Change vs previous 13F -155 shares

    0.47% of the 13F portfolio, value $5,493,210.

    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 85,973 shares
    Change vs previous 13F -960 shares

    0.51% of the 13F portfolio, value $5,545,259.

    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 86,933 shares
    Change vs previous 13F -1,598 shares

    0.62% of the 13F portfolio, value $6,728,614.

    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 88,531 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $6,110,410.

    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).