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Disclosery

United Asset Strategies, Inc.: PM position timeline

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

United Asset Strategies, Inc. held 71,528 PM 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 71,528 shares
    Change vs previous 13F +1,538 shares

    0.91% of the 13F portfolio, value $12,940,194.

    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 69,990 shares
    Change vs previous 13F -563 shares

    0.92% of the 13F portfolio, value $11,572,152.

    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 70,553 shares
    Change vs previous 13F +7,749 shares

    0.87% of the 13F portfolio, value $11,316,712.

    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 62,804 shares
    Change vs previous 13F +1,587 shares

    0.82% of the 13F portfolio, value $10,186,730.

    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 61,217 shares
    Change vs previous 13F -17,922 shares

    0.95% of the 13F portfolio, value $11,149,506.

    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 79,139 shares
    Change vs previous 13F -3,178 shares

    1.17% of the 13F portfolio, value $12,561,667.

    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 82,317 shares
    Change vs previous 13F +745 shares

    0.91% of the 13F portfolio, value $9,906,824.

    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 81,572 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $9,902,783.

    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).