Skip to content
Disclosery

United Asset Strategies, Inc.: ROL position timeline

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

United Asset Strategies, Inc. held 14,122 ROL 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 14,122 shares
    Change vs previous 13F -813 shares

    0.04% of the 13F portfolio, value $589,452.

    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 14,935 shares
    Change vs previous 13F -459 shares

    0.06% of the 13F portfolio, value $797,678.

    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 15,394 shares
    Change vs previous 13F +147 shares

    0.07% of the 13F portfolio, value $923,948.

    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 15,247 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $895,609.

    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).