United Asset Strategies, Inc.: RMD position timeline

United Asset Strategies, Inc. held 16,616 RMD 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 16,616 shares

   Change vs previous 13F +607 shares

   0.23% of the 13F portfolio, value $3,238,199.

   13F-HR 0002085853-26-000695 filed by United Asset Strategies, Inc.
   Filed 2026-07-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 16,009 shares

   Change vs previous 13F +6,367 shares

   0.29% of the 13F portfolio, value $3,593,753.

   13F-HR 0002085853-26-000524 filed by United Asset Strategies, Inc.
   Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 9,642 shares

   Change vs previous 13F +415 shares

   0.18% of the 13F portfolio, value $2,322,497.

   13F-HR 0001193125-26-026726 filed by United Asset Strategies, Inc.
   Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 9,227 shares

   Change vs previous 13F -90 shares

   0.2% of the 13F portfolio, value $2,525,722.

   13F-HR 0001193125-25-248293 filed by United Asset Strategies, Inc.
   Filed 2025-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 9,317 shares

   Change vs previous 13F not available

   0.21% of the 13F portfolio, value $2,403,786.

   13F-HR 0000950123-25-007303 filed by United Asset Strategies, Inc.
   Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).