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Disclosery

United Asset Strategies, Inc.: PANW position timeline

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

United Asset Strategies, Inc. held 65,119 PANW 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 65,119 shares
    Change vs previous 13F -41,315 shares

    1.57% of the 13F portfolio, value $22,206,844.

    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 106,434 shares
    Change vs previous 13F +9,296 shares

    1.36% of the 13F portfolio, value $17,063,481.

    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 97,138 shares
    Change vs previous 13F +1,272 shares

    1.38% of the 13F portfolio, value $17,892,799.

    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 95,866 shares
    Change vs previous 13F +880 shares

    1.57% of the 13F portfolio, value $19,520,212.

    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 94,986 shares
    Change vs previous 13F +125 shares

    1.66% of the 13F portfolio, value $19,437,912.

    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 94,861 shares
    Change vs previous 13F +2,656 shares

    1.5% of the 13F portfolio, value $16,187,062.

    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 92,205 shares
    Change vs previous 13F +46,830 shares

    1.54% of the 13F portfolio, value $16,777,614.

    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 45,375 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $15,509,161.

    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).