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Disclosery

United Asset Strategies, Inc.: USFR position timeline

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

United Asset Strategies, Inc. held 491,959 USFR 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 491,959 shares
    Change vs previous 13F +9,248 shares

    1.75% of the 13F portfolio, value $24,770,131.

    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 482,711 shares
    Change vs previous 13F +58,090 shares

    1.93% of the 13F portfolio, value $24,299,660.

    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 424,621 shares
    Change vs previous 13F +53,242 shares

    1.65% of the 13F portfolio, value $21,366,927.

    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 371,379 shares
    Change vs previous 13F +171,432 shares

    1.5% of the 13F portfolio, value $18,669,232.

    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 199,947 shares
    Change vs previous 13F -144,081 shares

    0.86% of the 13F portfolio, value $10,059,331.

    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 344,028 shares
    Change vs previous 13F -64,856 shares

    1.61% of the 13F portfolio, value $17,314,935.

    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 408,884 shares
    Change vs previous 13F -208,581 shares

    1.89% of the 13F portfolio, value $20,575,066.

    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 617,465 shares
    Change vs previous 13F not available

    2.89% of the 13F portfolio, value $31,009,084.

    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).