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Disclosery

United Asset Strategies, Inc.: PG position timeline

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

United Asset Strategies, Inc. held 18,834 PG 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 18,834 shares
    Change vs previous 13F -431 shares

    0.2% of the 13F portfolio, value $2,761,839.

    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 19,265 shares
    Change vs previous 13F +1,668 shares

    0.22% of the 13F portfolio, value $2,782,580.

    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 17,597 shares
    Change vs previous 13F -3,710 shares

    0.19% of the 13F portfolio, value $2,521,768.

    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 21,307 shares
    Change vs previous 13F -188 shares

    0.26% of the 13F portfolio, value $3,273,793.

    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 21,495 shares
    Change vs previous 13F -1,545 shares

    0.29% of the 13F portfolio, value $3,424,575.

    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 23,040 shares
    Change vs previous 13F +5,341 shares

    0.36% of the 13F portfolio, value $3,926,480.

    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 17,699 shares
    Change vs previous 13F -701 shares

    0.27% of the 13F portfolio, value $2,967,314.

    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 18,400 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $3,186,836.

    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).