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Disclosery

United Asset Strategies, Inc.: VST position timeline

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

United Asset Strategies, Inc. held 8,874 VST 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 8,874 shares
    Change vs previous 13F +89 shares

    0.1% of the 13F portfolio, value $1,407,703.

    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 8,785 shares
    Change vs previous 13F -1,726 shares

    0.11% of the 13F portfolio, value $1,320,654.

    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 10,511 shares
    Change vs previous 13F +139 shares

    0.13% of the 13F portfolio, value $1,695,785.

    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 10,372 shares
    Change vs previous 13F -344 shares

    0.16% of the 13F portfolio, value $2,032,007.

    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 10,716 shares
    Change vs previous 13F +144 shares

    0.18% of the 13F portfolio, value $2,076,829.

    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 10,572 shares
    Change vs previous 13F -572 shares

    0.12% of the 13F portfolio, value $1,241,577.

    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 11,144 shares
    Change vs previous 13F +397 shares

    0.14% of the 13F portfolio, value $1,536,473.

    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 10,747 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,273,972.

    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).