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Disclosery

United Asset Strategies, Inc.: SBAC position timeline

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

United Asset Strategies, Inc. held 2,966 SBAC 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 2,966 shares
    Change vs previous 13F -164 shares

    0.04% of the 13F portfolio, value $523,381.

    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 3,130 shares
    Change vs previous 13F +157 shares

    0.04% of the 13F portfolio, value $538,682.

    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 2,973 shares
    Change vs previous 13F -316 shares

    0.04% of the 13F portfolio, value $575,012.

    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 3,289 shares
    Change vs previous 13F -21 shares

    0.05% of the 13F portfolio, value $635,850.

    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 3,310 shares
    Change vs previous 13F +131 shares

    0.07% of the 13F portfolio, value $777,206.

    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 3,179 shares
    Change vs previous 13F +337 shares

    0.06% of the 13F portfolio, value $699,510.

    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 2,842 shares
    Change vs previous 13F +217 shares

    0.05% of the 13F portfolio, value $579,275.

    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 2,625 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $631,911.

    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).