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Disclosery

United Asset Strategies, Inc.: SPGI position timeline

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

United Asset Strategies, Inc. held 30,890 SPGI 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 30,890 shares
    Change vs previous 13F +27,613 shares

    0.89% of the 13F portfolio, value $12,580,074.

    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 3,277 shares
    Change vs previous 13F -45 shares

    0.11% of the 13F portfolio, value $1,393,982.

    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 3,322 shares
    Change vs previous 13F +51 shares

    0.13% of the 13F portfolio, value $1,736,208.

    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 3,271 shares
    Change vs previous 13F -106 shares

    0.13% of the 13F portfolio, value $1,592,171.

    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 3,377 shares
    Change vs previous 13F +32 shares

    0.15% of the 13F portfolio, value $1,780,803.

    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 3,345 shares
    Change vs previous 13F +143 shares

    0.16% of the 13F portfolio, value $1,699,725.

    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 3,202 shares
    Change vs previous 13F +153 shares

    0.15% of the 13F portfolio, value $1,594,809.

    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 3,049 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,575,287.

    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).