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Disclosery

United Asset Strategies, Inc.: SHY position timeline

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

United Asset Strategies, Inc. held 25,642 SHY 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 25,642 shares
    Change vs previous 13F -1,984 shares

    0.15% of the 13F portfolio, value $2,105,450.

    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 27,626 shares
    Change vs previous 13F +452 shares

    0.18% of the 13F portfolio, value $2,281,085.

    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 27,174 shares
    Change vs previous 13F -875 shares

    0.17% of the 13F portfolio, value $2,250,531.

    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 28,049 shares
    Change vs previous 13F +223 shares

    0.19% of the 13F portfolio, value $2,326,985.

    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 27,826 shares
    Change vs previous 13F +8,318 shares

    0.2% of the 13F portfolio, value $2,305,636.

    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 19,508 shares
    Change vs previous 13F +10,861 shares

    0.15% of the 13F portfolio, value $1,613,875.

    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 8,647 shares
    Change vs previous 13F -288 shares

    0.07% of the 13F portfolio, value $708,878.

    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 8,935 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $742,971.

    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).