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Disclosery

United Asset Strategies, Inc.: WFC position timeline

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

United Asset Strategies, Inc. held 67,860 WFC 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 67,860 shares
    Change vs previous 13F +29,364 shares

    0.4% of the 13F portfolio, value $5,607,915.

    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 38,496 shares
    Change vs previous 13F +115 shares

    0.24% of the 13F portfolio, value $3,064,658.

    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 38,381 shares
    Change vs previous 13F +695 shares

    0.28% of the 13F portfolio, value $3,577,136.

    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 37,686 shares
    Change vs previous 13F -726 shares

    0.25% of the 13F portfolio, value $3,158,859.

    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 38,412 shares
    Change vs previous 13F -341 shares

    0.26% of the 13F portfolio, value $3,077,557.

    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 38,753 shares
    Change vs previous 13F -895 shares

    0.26% of the 13F portfolio, value $2,782,052.

    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 39,648 shares
    Change vs previous 13F -345 shares

    0.26% of the 13F portfolio, value $2,784,910.

    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 39,993 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,259,215.

    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).