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Disclosery

United Asset Strategies, Inc.: XLK position timeline

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

United Asset Strategies, Inc. held 155,687 XLK 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 155,687 shares
    Change vs previous 13F -76,102 shares

    2.1% of the 13F portfolio, value $29,661,455.

    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 231,789 shares
    Change vs previous 13F -40,661 shares

    2.45% of the 13F portfolio, value $30,804,789.

    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 272,450 shares
    Change vs previous 13F +136,003 shares

    3.03% of the 13F portfolio, value $39,224,579.

    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 136,447 shares
    Change vs previous 13F -3,013 shares

    3.08% of the 13F portfolio, value $38,458,839.

    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 139,460 shares
    Change vs previous 13F -54,398 shares

    3.02% of the 13F portfolio, value $35,315,378.

    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 193,858 shares
    Change vs previous 13F +1,375 shares

    3.72% of the 13F portfolio, value $40,027,815.

    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 192,483 shares
    Change vs previous 13F -1,370 shares

    4.11% of the 13F portfolio, value $44,756,083.

    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 193,853 shares
    Change vs previous 13F not available

    4.08% of the 13F portfolio, value $43,764,268.

    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).