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United Asset Strategies, Inc.: SPSM position timeline

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

United Asset Strategies, Inc. held 434,336 SPSM 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 434,336 shares
    Change vs previous 13F +4,502 shares

    1.77% of the 13F portfolio, value $25,048,129.

    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 429,834 shares
    Change vs previous 13F +132,504 shares

    1.65% of the 13F portfolio, value $20,769,570.

    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 297,330 shares
    Change vs previous 13F +4,372 shares

    1.08% of the 13F portfolio, value $13,932,923.

    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 292,958 shares
    Change vs previous 13F +4,706 shares

    1.09% of the 13F portfolio, value $13,569,818.

    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 288,252 shares
    Change vs previous 13F +5,729 shares

    1.05% of the 13F portfolio, value $12,279,524.

    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 282,523 shares
    Change vs previous 13F +13,479 shares

    1.07% of the 13F portfolio, value $11,515,629.

    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 269,044 shares
    Change vs previous 13F +19,073 shares

    1.11% of the 13F portfolio, value $12,085,457.

    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 249,971 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $11,376,190.

    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).