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Disclosery

United Asset Strategies, Inc.: SPDW position timeline

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

United Asset Strategies, Inc. held 66,131 SPDW 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 66,131 shares
    Change vs previous 13F +3,543 shares

    0.24% of the 13F portfolio, value $3,332,335.

    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 62,588 shares
    Change vs previous 13F +8,900 shares

    0.23% of the 13F portfolio, value $2,857,154.

    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 53,688 shares
    Change vs previous 13F -59 shares

    0.18% of the 13F portfolio, value $2,384,296.

    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 53,747 shares
    Change vs previous 13F +25,744 shares

    0.18% of the 13F portfolio, value $2,299,818.

    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 28,003 shares
    Change vs previous 13F +15,905 shares

    0.1% of the 13F portfolio, value $1,133,826.

    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 12,098 shares
    Change vs previous 13F -2,664 shares

    0.04% of the 13F portfolio, value $440,502.

    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 14,762 shares
    Change vs previous 13F +497 shares

    0.05% of the 13F portfolio, value $503,840.

    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 14,265 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $535,811.

    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).