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Disclosery

United Asset Strategies, Inc.: VMBS position timeline

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

United Asset Strategies, Inc. held 402,952 VMBS 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 402,952 shares
    Change vs previous 13F -15,852 shares

    1.33% of the 13F portfolio, value $18,862,194.

    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 418,804 shares
    Change vs previous 13F +3,530 shares

    1.56% of the 13F portfolio, value $19,662,865.

    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 415,274 shares
    Change vs previous 13F +11,222 shares

    1.51% of the 13F portfolio, value $19,551,118.

    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 404,052 shares
    Change vs previous 13F +67,572 shares

    1.52% of the 13F portfolio, value $18,974,290.

    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 336,480 shares
    Change vs previous 13F -3,102 shares

    1.33% of the 13F portfolio, value $15,592,504.

    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 339,582 shares
    Change vs previous 13F +8,583 shares

    1.46% of the 13F portfolio, value $15,726,046.

    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 330,999 shares
    Change vs previous 13F +64,441 shares

    1.38% of the 13F portfolio, value $15,007,474.

    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 266,558 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $12,584,210.

    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).