Skip to content
Disclosery

United Asset Strategies, Inc.: SPEM position timeline

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

United Asset Strategies, Inc. held 25,003 SPEM 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 25,003 shares
    Change vs previous 13F +197 shares

    0.09% of the 13F portfolio, value $1,294,667.

    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 24,806 shares
    Change vs previous 13F +215 shares

    0.09% of the 13F portfolio, value $1,163,648.

    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 24,591 shares
    Change vs previous 13F +4,236 shares

    0.09% of the 13F portfolio, value $1,151,104.

    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 20,355 shares
    Change vs previous 13F +4,748 shares

    0.08% of the 13F portfolio, value $952,818.

    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 15,607 shares
    Change vs previous 13F -617 shares

    0.06% of the 13F portfolio, value $667,044.

    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 16,224 shares
    Change vs previous 13F -4,392 shares

    0.06% of the 13F portfolio, value $638,743.

    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 20,616 shares
    Change vs previous 13F +5,026 shares

    0.07% of the 13F portfolio, value $791,040.

    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 15,590 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $643,537.

    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).