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United Asset Strategies, Inc.: SBUX position timeline

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

United Asset Strategies, Inc. held 142,755 SBUX 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 142,755 shares
    Change vs previous 13F -407 shares

    1.03% of the 13F portfolio, value $14,588,084.

    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 143,162 shares
    Change vs previous 13F +41,863 shares

    1.02% of the 13F portfolio, value $12,825,906.

    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 101,299 shares
    Change vs previous 13F -34,613 shares

    0.66% of the 13F portfolio, value $8,530,322.

    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 135,912 shares
    Change vs previous 13F +3,462 shares

    0.92% of the 13F portfolio, value $11,498,142.

    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 132,450 shares
    Change vs previous 13F +4,320 shares

    1.04% of the 13F portfolio, value $12,136,407.

    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 128,130 shares
    Change vs previous 13F +3,023 shares

    1.17% of the 13F portfolio, value $12,568,319.

    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 125,107 shares
    Change vs previous 13F +3,401 shares

    1.05% of the 13F portfolio, value $11,415,971.

    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 121,706 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $11,865,086.

    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).