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Disclosery

United Asset Strategies, Inc.: TMO position timeline

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

United Asset Strategies, Inc. held 31,417 TMO 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 31,417 shares
    Change vs previous 13F +322 shares

    1.11% of the 13F portfolio, value $15,751,436.

    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 31,095 shares
    Change vs previous 13F -546 shares

    1.22% of the 13F portfolio, value $15,284,273.

    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 31,641 shares
    Change vs previous 13F -520 shares

    1.42% of the 13F portfolio, value $18,334,318.

    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 32,161 shares
    Change vs previous 13F +5,950 shares

    1.25% of the 13F portfolio, value $15,598,587.

    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 26,211 shares
    Change vs previous 13F -10,128 shares

    0.91% of the 13F portfolio, value $10,627,342.

    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 36,339 shares
    Change vs previous 13F +9,070 shares

    1.68% of the 13F portfolio, value $18,082,040.

    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 27,269 shares
    Change vs previous 13F +1,118 shares

    1.3% of the 13F portfolio, value $14,186,332.

    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 26,151 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $16,176,256.

    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).