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Disclosery

United Asset Strategies, Inc.: XLI position timeline

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

United Asset Strategies, Inc. held 13,994 XLI 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 13,994 shares
    Change vs previous 13F -661 shares

    0.18% of the 13F portfolio, value $2,592,152.

    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 14,655 shares
    Change vs previous 13F -519 shares

    0.19% of the 13F portfolio, value $2,370,115.

    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 15,174 shares
    Change vs previous 13F +5,332 shares

    0.18% of the 13F portfolio, value $2,353,828.

    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 9,842 shares
    Change vs previous 13F -259 shares

    0.12% of the 13F portfolio, value $1,517,858.

    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 10,101 shares
    Change vs previous 13F -7,060 shares

    0.13% of the 13F portfolio, value $1,490,048.

    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 17,161 shares
    Change vs previous 13F -1,370 shares

    0.21% of the 13F portfolio, value $2,249,310.

    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 18,531 shares
    Change vs previous 13F -3,376 shares

    0.22% of the 13F portfolio, value $2,441,594.

    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 21,907 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,967,026.

    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).