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Disclosery

United Asset Strategies, Inc.: XLE position timeline

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

United Asset Strategies, Inc. held 31,894 XLE 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 31,894 shares
    Change vs previous 13F -1,816 shares

    0.12% of the 13F portfolio, value $1,693,909.

    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 33,710 shares
    Change vs previous 13F -6,249 shares

    0.16% of the 13F portfolio, value $2,065,102.

    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 39,959 shares
    Change vs previous 13F +27,653 shares

    0.14% of the 13F portfolio, value $1,786,558.

    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 12,306 shares
    Change vs previous 13F -1,324 shares

    0.09% of the 13F portfolio, value $1,099,400.

    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 13,630 shares
    Change vs previous 13F -9,102 shares

    0.1% of the 13F portfolio, value $1,155,990.

    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 22,732 shares
    Change vs previous 13F -7,072 shares

    0.2% of the 13F portfolio, value $2,124,310.

    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 29,804 shares
    Change vs previous 13F +7,086 shares

    0.23% of the 13F portfolio, value $2,553,011.

    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 22,718 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,994,667.

    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).