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Disclosery

United Asset Strategies, Inc.: XLC position timeline

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

United Asset Strategies, Inc. held 19,596 XLC 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 19,596 shares
    Change vs previous 13F -266 shares

    0.15% of the 13F portfolio, value $2,099,311.

    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 19,862 shares
    Change vs previous 13F +1,087 shares

    0.18% of the 13F portfolio, value $2,201,888.

    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 18,775 shares
    Change vs previous 13F +348 shares

    0.17% of the 13F portfolio, value $2,210,111.

    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 18,427 shares
    Change vs previous 13F -1,131 shares

    0.17% of the 13F portfolio, value $2,181,231.

    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 19,558 shares
    Change vs previous 13F -1,059 shares

    0.18% of the 13F portfolio, value $2,122,628.

    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 20,617 shares
    Change vs previous 13F -2,641 shares

    0.18% of the 13F portfolio, value $1,988,524.

    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 23,258 shares
    Change vs previous 13F -435 shares

    0.21% of the 13F portfolio, value $2,251,614.

    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 23,693 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,141,859.

    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).