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Disclosery

United Asset Strategies, Inc.: XLF position timeline

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

United Asset Strategies, Inc. held 63,333 XLF 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 63,333 shares
    Change vs previous 13F -88,000 shares

    0.24% of the 13F portfolio, value $3,395,305.

    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 151,333 shares
    Change vs previous 13F -28,958 shares

    0.59% of the 13F portfolio, value $7,471,293.

    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 180,291 shares
    Change vs previous 13F +3,953 shares

    0.76% of the 13F portfolio, value $9,874,563.

    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 176,338 shares
    Change vs previous 13F -5,337 shares

    0.76% of the 13F portfolio, value $9,499,302.

    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 181,675 shares
    Change vs previous 13F -2,099 shares

    0.81% of the 13F portfolio, value $9,514,308.

    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 183,774 shares
    Change vs previous 13F -7,658 shares

    0.85% of the 13F portfolio, value $9,153,776.

    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 191,432 shares
    Change vs previous 13F +32,167 shares

    0.85% of the 13F portfolio, value $9,251,902.

    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 159,265 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $7,217,877.

    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).