Skip to content
Disclosery

United Asset Strategies, Inc.: SPMD position timeline

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

United Asset Strategies, Inc. held 56,282 SPMD 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 56,282 shares
    Change vs previous 13F +3,140 shares

    0.27% of the 13F portfolio, value $3,802,384.

    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 53,142 shares
    Change vs previous 13F -671 shares

    0.25% of the 13F portfolio, value $3,147,054.

    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 53,813 shares
    Change vs previous 13F +1,215 shares

    0.24% of the 13F portfolio, value $3,116,308.

    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 52,598 shares
    Change vs previous 13F -464 shares

    0.24% of the 13F portfolio, value $3,008,080.

    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 53,062 shares
    Change vs previous 13F -5,969 shares

    0.25% of the 13F portfolio, value $2,885,521.

    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 59,031 shares
    Change vs previous 13F -270 shares

    0.28% of the 13F portfolio, value $3,021,217.

    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 59,301 shares
    Change vs previous 13F -6,709 shares

    0.3% of the 13F portfolio, value $3,243,186.

    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 66,010 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $3,609,439.

    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).