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Disclosery

United Asset Strategies, Inc.: WM position timeline

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

United Asset Strategies, Inc. held 33,563 WM 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 33,563 shares
    Change vs previous 13F +1,919 shares

    0.53% of the 13F portfolio, value $7,480,593.

    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 31,644 shares
    Change vs previous 13F -35,022 shares

    0.58% of the 13F portfolio, value $7,271,566.

    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 66,666 shares
    Change vs previous 13F +1,475 shares

    1.13% of the 13F portfolio, value $14,647,112.

    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 65,191 shares
    Change vs previous 13F +1,163 shares

    1.15% of the 13F portfolio, value $14,396,092.

    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 64,028 shares
    Change vs previous 13F -951 shares

    1.25% of the 13F portfolio, value $14,650,917.

    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 64,979 shares
    Change vs previous 13F +720 shares

    1.4% of the 13F portfolio, value $15,043,238.

    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 64,259 shares
    Change vs previous 13F +980 shares

    1.19% of the 13F portfolio, value $12,966,883.

    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 63,279 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $13,136,708.

    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).