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Disclosery

United Asset Strategies, Inc.: UPS position timeline

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

United Asset Strategies, Inc. held 51,431 UPS 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 51,431 shares
    Change vs previous 13F +594 shares

    0.39% of the 13F portfolio, value $5,528,872.

    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 50,837 shares
    Change vs previous 13F +36,094 shares

    0.4% of the 13F portfolio, value $5,001,361.

    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 14,743 shares
    Change vs previous 13F -12,422 shares

    0.11% of the 13F portfolio, value $1,462,304.

    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 27,165 shares
    Change vs previous 13F +32 shares

    0.18% of the 13F portfolio, value $2,269,133.

    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 27,133 shares
    Change vs previous 13F +2,959 shares

    0.23% of the 13F portfolio, value $2,738,852.

    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 24,174 shares
    Change vs previous 13F +1,900 shares

    0.25% of the 13F portfolio, value $2,658,857.

    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 22,274 shares
    Change vs previous 13F +3,980 shares

    0.26% of the 13F portfolio, value $2,808,730.

    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 18,294 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,494,146.

    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).