Skip to content
Disclosery

United Asset Strategies, Inc.: SMDV position timeline

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

United Asset Strategies, Inc. held 18,624 SMDV 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 18,624 shares
    Change vs previous 13F +460 shares

    0.1% of the 13F portfolio, value $1,434,577.

    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 18,164 shares
    Change vs previous 13F +1,256 shares

    0.1% of the 13F portfolio, value $1,249,464.

    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 16,908 shares
    Change vs previous 13F +344 shares

    0.09% of the 13F portfolio, value $1,117,297.

    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 16,564 shares
    Change vs previous 13F +344 shares

    0.09% of the 13F portfolio, value $1,103,845.

    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 16,220 shares
    Change vs previous 13F -1,151 shares

    0.09% of the 13F portfolio, value $1,055,300.

    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 17,371 shares
    Change vs previous 13F +154 shares

    0.11% of the 13F portfolio, value $1,139,372.

    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 17,217 shares
    Change vs previous 13F +261 shares

    0.11% of the 13F portfolio, value $1,165,083.

    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 16,956 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,174,395.

    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).