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Disclosery

United Asset Strategies, Inc.: WMT position timeline

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

United Asset Strategies, Inc. held 11,255 WMT 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 11,255 shares
    Change vs previous 13F +128 shares

    0.09% of the 13F portfolio, value $1,274,758.

    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 11,127 shares
    Change vs previous 13F -1,414 shares

    0.11% of the 13F portfolio, value $1,382,864.

    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 12,541 shares
    Change vs previous 13F +1,616 shares

    0.11% of the 13F portfolio, value $1,397,180.

    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 10,925 shares
    Change vs previous 13F -59 shares

    0.09% of the 13F portfolio, value $1,125,919.

    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 10,984 shares
    Change vs previous 13F -696 shares

    0.09% of the 13F portfolio, value $1,073,970.

    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 11,680 shares
    Change vs previous 13F -8,836 shares

    0.1% of the 13F portfolio, value $1,025,422.

    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 20,516 shares
    Change vs previous 13F -237 shares

    0.17% of the 13F portfolio, value $1,853,658.

    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 20,753 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,675,839.

    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).