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Disclosery

United Asset Strategies, Inc.: WMB position timeline

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

United Asset Strategies, Inc. held 17,924 WMB 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 17,924 shares
    Change vs previous 13F -838 shares

    0.09% of the 13F portfolio, value $1,332,438.

    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 18,762 shares
    Change vs previous 13F -1,286 shares

    0.11% of the 13F portfolio, value $1,365,466.

    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 20,048 shares
    Change vs previous 13F +2,115 shares

    0.09% of the 13F portfolio, value $1,205,056.

    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 17,933 shares
    Change vs previous 13F -51,891 shares

    0.09% of the 13F portfolio, value $1,136,042.

    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 69,824 shares
    Change vs previous 13F -3,083 shares

    0.37% of the 13F portfolio, value $4,385,633.

    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 72,907 shares
    Change vs previous 13F -2,594 shares

    0.4% of the 13F portfolio, value $4,356,930.

    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 75,501 shares
    Change vs previous 13F -932 shares

    0.37% of the 13F portfolio, value $4,086,126.

    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 76,433 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $3,489,146.

    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).