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Disclosery

United Asset Strategies, Inc.: USFD position timeline

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

United Asset Strategies, Inc. held 12,303 USFD 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 12,303 shares
    Change vs previous 13F -191 shares

    0.09% of the 13F portfolio, value $1,257,982.

    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 12,494 shares
    Change vs previous 13F +16 shares

    0.09% of the 13F portfolio, value $1,152,072.

    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 12,478 shares
    Change vs previous 13F +610 shares

    0.07% of the 13F portfolio, value $939,843.

    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 11,868 shares
    Change vs previous 13F -257 shares

    0.07% of the 13F portfolio, value $909,326.

    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 12,125 shares
    Change vs previous 13F -15,425 shares

    0.08% of the 13F portfolio, value $933,746.

    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 27,550 shares
    Change vs previous 13F -3,991 shares

    0.17% of the 13F portfolio, value $1,803,423.

    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 31,541 shares
    Change vs previous 13F -197 shares

    0.2% of the 13F portfolio, value $2,127,756.

    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 31,738 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,951,887.

    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).