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Disclosery

United Asset Strategies, Inc.: RJF position timeline

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

United Asset Strategies, Inc. held 28,607 RJF 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 28,607 shares
    Change vs previous 13F +12,207 shares

    0.31% of the 13F portfolio, value $4,349,166.

    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 16,400 shares
    Change vs previous 13F +473 shares

    0.19% of the 13F portfolio, value $2,374,575.

    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 15,927 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,557,717.

    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).