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Disclosery

United Asset Strategies, Inc.: SPYM position timeline

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

United Asset Strategies, Inc. held 175,724 SPYM 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 175,724 shares
    Change vs previous 13F -3,083 shares

    1.09% of the 13F portfolio, value $15,442,639.

    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 178,807 shares
    Change vs previous 13F -3,631 shares

    1.09% of the 13F portfolio, value $13,685,869.

    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 182,438 shares
    Change vs previous 13F +1,793 shares

    1.13% of the 13F portfolio, value $14,635,222.

    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 180,645 shares
    Change vs previous 13F -13,812 shares

    1.14% of the 13F portfolio, value $14,151,711.

    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 194,457 shares
    Change vs previous 13F -6,981 shares

    1.21% of the 13F portfolio, value $14,135,076.

    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 201,438 shares
    Change vs previous 13F -185 shares

    1.23% of the 13F portfolio, value $13,246,568.

    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 201,623 shares
    Change vs previous 13F -3,295 shares

    1.28% of the 13F portfolio, value $13,899,869.

    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 204,918 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $13,834,031.

    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).