United Asset Strategies, Inc.: SOXX position timeline

United Asset Strategies, Inc. held 48,982 SOXX 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 48,982 shares

   Change vs previous 13F -9,942 shares

   2.22% of the 13F portfolio, value $31,385,600.

   13F-HR 0002085853-26-000695 filed by United Asset Strategies, Inc.
   Filed 2026-07-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 58,924 shares

   Change vs previous 13F +113 shares

   1.54% of the 13F portfolio, value $19,365,858.

   13F-HR 0002085853-26-000524 filed by United Asset Strategies, Inc.
   Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 58,811 shares

   Change vs previous 13F -359 shares

   1.37% of the 13F portfolio, value $17,711,082.

   13F-HR 0001193125-26-026726 filed by United Asset Strategies, Inc.
   Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 59,170 shares

   Change vs previous 13F +8,426 shares

   1.29% of the 13F portfolio, value $16,042,256.

   13F-HR 0001193125-25-248293 filed by United Asset Strategies, Inc.
   Filed 2025-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 50,744 shares

   Change vs previous 13F not available

   1.03% of the 13F portfolio, value $12,112,627.

   13F-HR 0000950123-25-007303 filed by United Asset Strategies, Inc.
   Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).