Skip to content

United Asset Strategies, Inc.: TSLA position timeline

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

United Asset Strategies, Inc. held 13,448 TSLA 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 13,448 shares
    Change vs previous 13F +204 shares

    0.4% of the 13F portfolio, value $5,656,368.

    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 13,244 shares
    Change vs previous 13F -113 shares

    0.39% of the 13F portfolio, value $4,923,405.

    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 13,357 shares
    Change vs previous 13F +406 shares

    0.46% of the 13F portfolio, value $6,006,848.

    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 12,951 shares
    Change vs previous 13F -417 shares

    0.46% of the 13F portfolio, value $5,759,507.

    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 13,368 shares
    Change vs previous 13F -343 shares

    0.36% of the 13F portfolio, value $4,246,435.

    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 13,711 shares
    Change vs previous 13F +2,257 shares

    0.33% of the 13F portfolio, value $3,553,307.

    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 11,454 shares
    Change vs previous 13F -115 shares

    0.42% of the 13F portfolio, value $4,625,527.

    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 11,569 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $3,026,761.

    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).