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Disclosery

United Asset Strategies, Inc.: PH position timeline

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

United Asset Strategies, Inc. held 20,513 PH 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 20,513 shares
    Change vs previous 13F +453 shares

    1.42% of the 13F portfolio, value $20,063,871.

    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 20,060 shares
    Change vs previous 13F -3,216 shares

    1.43% of the 13F portfolio, value $17,958,257.

    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 23,276 shares
    Change vs previous 13F -192 shares

    1.58% of the 13F portfolio, value $20,458,474.

    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 23,468 shares
    Change vs previous 13F -129 shares

    1.43% of the 13F portfolio, value $17,792,626.

    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 23,597 shares
    Change vs previous 13F +96 shares

    1.41% of the 13F portfolio, value $16,481,937.

    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 23,501 shares
    Change vs previous 13F +266 shares

    1.33% of the 13F portfolio, value $14,284,927.

    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 23,235 shares
    Change vs previous 13F -34 shares

    1.36% of the 13F portfolio, value $14,777,865.

    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 23,269 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $14,701,609.

    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).