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Disclosery

United Asset Strategies, Inc.: TXN position timeline

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

United Asset Strategies, Inc. held 6,196 TXN 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 6,196 shares
    Change vs previous 13F +1,326 shares

    0.13% of the 13F portfolio, value $1,846,800.

    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 4,870 shares
    Change vs previous 13F -1,729 shares

    0.08% of the 13F portfolio, value $945,430.

    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 6,599 shares
    Change vs previous 13F +5,448 shares

    0.09% of the 13F portfolio, value $1,144,826.

    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 1,151 shares
    Change vs previous 13F -4,214 shares

    0.02% of the 13F portfolio, value $211,423.

    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 5,365 shares
    Change vs previous 13F -4,188 shares

    0.1% of the 13F portfolio, value $1,113,948.

    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 9,553 shares
    Change vs previous 13F +651 shares

    0.16% of the 13F portfolio, value $1,716,746.

    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 8,902 shares
    Change vs previous 13F +406 shares

    0.15% of the 13F portfolio, value $1,669,298.

    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 8,496 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,754,946.

    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).