United Asset Strategies, Inc.: TER position timeline

United Asset Strategies, Inc. held 1,905 TER 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 1,905 shares

   Change vs previous 13F +1,905 shares

   0.07% of the 13F portfolio, value $921,715.

   13F-HR 0002085853-26-000695 filed by United Asset Strategies, Inc.
   Filed 2026-07-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -76,878 shares

   13F-HR 0000950123-25-007303 filed by United Asset Strategies, Inc.
   Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-03-31

   13F 76,878 shares

   Change vs previous 13F +6,727 shares

   0.59% of the 13F portfolio, value $6,350,147.

   13F-HR 0000950123-25-005096 filed by United Asset Strategies, Inc.
   Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 70,151 shares

   Change vs previous 13F +3,943 shares

   0.81% of the 13F portfolio, value $8,833,449.

   13F-HR 0000950123-25-000460 filed by United Asset Strategies, Inc.
   Filed 2025-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 66,208 shares

   Change vs previous 13F not available

   0.83% of the 13F portfolio, value $8,867,281.

   13F-HR 0000950123-24-009949 filed by United Asset Strategies, Inc.
   Filed 2024-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).