Skip to content
Disclosery

United Asset Strategies, Inc.: V position timeline

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

United Asset Strategies, Inc. held 13,363 V 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 13,363 shares
    Change vs previous 13F -201 shares

    0.32% of the 13F portfolio, value $4,584,688.

    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 13,564 shares
    Change vs previous 13F -335 shares

    0.33% of the 13F portfolio, value $4,099,721.

    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 13,899 shares
    Change vs previous 13F +307 shares

    0.38% of the 13F portfolio, value $4,874,613.

    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 13,592 shares
    Change vs previous 13F -195 shares

    0.37% of the 13F portfolio, value $4,640,071.

    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 13,787 shares
    Change vs previous 13F +1,003 shares

    0.42% of the 13F portfolio, value $4,894,906.

    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 12,784 shares
    Change vs previous 13F -2,486 shares

    0.42% of the 13F portfolio, value $4,480,348.

    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 15,270 shares
    Change vs previous 13F +423 shares

    0.44% of the 13F portfolio, value $4,825,943.

    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 14,847 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $4,082,067.

    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).