Skip to content
Disclosery

United Asset Strategies, Inc.: VTR position timeline

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

United Asset Strategies, Inc. held 70,771 VTR 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 70,771 shares
    Change vs previous 13F -631 shares

    0.44% of the 13F portfolio, value $6,284,467.

    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 71,402 shares
    Change vs previous 13F -58 shares

    0.46% of the 13F portfolio, value $5,839,258.

    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 71,460 shares
    Change vs previous 13F +1,633 shares

    0.43% of the 13F portfolio, value $5,529,527.

    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 69,827 shares
    Change vs previous 13F -203 shares

    0.39% of the 13F portfolio, value $4,887,193.

    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 70,030 shares
    Change vs previous 13F -748 shares

    0.38% of the 13F portfolio, value $4,422,412.

    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 70,778 shares
    Change vs previous 13F +1,085 shares

    0.45% of the 13F portfolio, value $4,866,690.

    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 69,693 shares
    Change vs previous 13F +1,299 shares

    0.38% of the 13F portfolio, value $4,104,213.

    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 68,394 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $4,386,096.

    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).