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Disclosery

United Asset Strategies, Inc.: SYY position timeline

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

United Asset Strategies, Inc. held 22,215 SYY 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 22,215 shares
    Change vs previous 13F +865 shares

    0.13% of the 13F portfolio, value $1,856,700.

    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 21,350 shares
    Change vs previous 13F -2,514 shares

    0.12% of the 13F portfolio, value $1,522,875.

    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 23,864 shares
    Change vs previous 13F -4,517 shares

    0.14% of the 13F portfolio, value $1,758,551.

    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 28,381 shares
    Change vs previous 13F +19 shares

    0.19% of the 13F portfolio, value $2,336,879.

    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 28,362 shares
    Change vs previous 13F +18,044 shares

    0.18% of the 13F portfolio, value $2,148,116.

    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 10,318 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $774,263.

    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).