Skip to content
Disclosery

United Asset Strategies, Inc.: VZ position timeline

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

United Asset Strategies, Inc. held 65,734 VZ 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 65,734 shares
    Change vs previous 13F +2,310 shares

    0.2% of the 13F portfolio, value $2,783,166.

    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 63,424 shares
    Change vs previous 13F +1,199 shares

    0.25% of the 13F portfolio, value $3,183,888.

    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 62,225 shares
    Change vs previous 13F +1,255 shares

    0.2% of the 13F portfolio, value $2,534,429.

    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 60,970 shares
    Change vs previous 13F -521 shares

    0.21% of the 13F portfolio, value $2,679,612.

    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 61,491 shares
    Change vs previous 13F +635 shares

    0.23% of the 13F portfolio, value $2,660,711.

    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 60,856 shares
    Change vs previous 13F +2,533 shares

    0.26% of the 13F portfolio, value $2,760,413.

    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 58,323 shares
    Change vs previous 13F -1,236 shares

    0.21% of the 13F portfolio, value $2,332,354.

    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 59,559 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $2,674,802.

    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).