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Disclosery

United Asset Strategies, Inc.: XLB position timeline

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

United Asset Strategies, Inc. held 28,835 XLB 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 28,835 shares
    Change vs previous 13F -969 shares

    0.1% of the 13F portfolio, value $1,465,665.

    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 29,804 shares
    Change vs previous 13F -116,473 shares

    0.12% of the 13F portfolio, value $1,489,325.

    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 146,277 shares
    Change vs previous 13F +130,976 shares

    0.51% of the 13F portfolio, value $6,633,669.

    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 15,301 shares
    Change vs previous 13F -2,584 shares

    0.11% of the 13F portfolio, value $1,371,302.

    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 17,885 shares
    Change vs previous 13F -3,361 shares

    0.13% of the 13F portfolio, value $1,570,521.

    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 21,246 shares
    Change vs previous 13F -6,309 shares

    0.17% of the 13F portfolio, value $1,826,715.

    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 27,555 shares
    Change vs previous 13F -42,103 shares

    0.21% of the 13F portfolio, value $2,318,493.

    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 69,658 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $6,713,653.

    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).